Create and Export Custom Reports in Lighthouse Transaction Manager

Description: Learn how to create a number of custom reports for your business in Lighthouse Transaction Manager (LTM) below.

Note: You will need to be logged into the Account Administrator to access this feature. 

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1. Navigate to the Settings tab, then select Export Configuration.
   
   This will bring you to the Export Configuration page, where you can create a new export report or edit an existing one.
   • Select Create a new export definition to create a new one from scratch.
   • If you wish to edit an existing report, select Edit next to the export you wish to edit.
     Either method brings you to the Create Data Export Definition screen.
     
2. The only required fields are the Export Name (a unique name is required) and an Export Description. All other fields and selections are optional.
   1. Choose the report export type of CSV, TAB, or XML for this report.
   2. Add a data field to this report by selecting the desired data name type and then selecting the right arrow in the center column.
   3. You can remove a data field on a report by selecting the desired data name type and then selecting the left arrow in the center column.
   4. Rearrange the report listing order by selecting the desired data name type and then selecting the up and down arrow keys in the center column.
   5. Move a selection of fields by holding the left click on the mouse and dragging to highlight the desired data name types and then selecting the right or left arrow keys to either add or remove the data.
   6. Move all fields at once if needed by pressing the double arrow keys in the center column.
3. Once you have all the required and desired fields added and arranged on your report, select Apply to save the report to the list of available exports.
   
4. Select your file type in the LTM Export dropdown menu, which is available after selecting the Transactions tab and selecting either Current Transactions or Archived Batches (and selecting the specific batched business dates).