1 The first step after logging into the Virtual Terminal is to click on Clients.
2 Click Export
3 Click the drop down next to the Merchant field if you have multiple merchant accounts.
4 Select the correct merchant account if you have multiple accounts.
5 Select each piece of information about your client you would like included in the report.
6 To move the selected information, you will click on the > arrow
7 Click the < arrow if you would like to move the selected information back in to the data field box.
8 All the information selected about your client will be seen in this box.
9 Click Export to run the report that will include all the information selected about your clients.