Regions Help & Support


How do I export transactions from My GreenInsights to create reports?

You can export your My GreenInsights transactions as a CSV file and create reports for tax reporting and graphical analysis purposes. Just follow these simple steps.

1) Select “Export” on the Dashboard at the top right of the transaction list.

2) Enter the desired date range. You can export transactions back from when you began using the program in any time span of 1 year or less.

3) Select “Download File” and a CSV file will be saved to your computer's download folder.