Quick View of Commercial Card Activity

This guide shows how to quickly pull, view, and export Commercial Card transaction data from the portal so you can review activity or create reports. Follow it to filter transactions, switch to the grid view for easier browsing, and export results as CSV or Excel files for analysis or record-keeping.

Jessica Cochran
8 steps
16 seconds

Ucbi

Select **Transaction Management** from the dropdown list.

Enter the preferred search criteria (date range, category, etc.) using the search fields.

Select **Search** to see a transaction list.

Below the search fields, select **Switch to New Grid** to view and download a transaction list.

Select **Export** from the options above the transaction list.

Select the desired file type to export.

Additional questions? Contact support.