Exporting a List of MDF Transactions

You can export a list of MDF transactions to use in other systems. The data in the report includes the Unifyr Partner Id, Partner Name, Submitter Email, Name, Source, Type, Fund, Notes, Status, Status Date, Amount, Pre-Approved Amount, Approved Amount, Claim Response, and values for any custom MDF fields included in the Create form.

1. Navigate to Partner Management > MDF > Transactions.

2. Click Export.

   

3. Unifyr downloads a list of transactions in CSV format to your downloads area.