Download client data
Once a client completes the Open Banking consent process, the auditor will receive an email informing that bank transactional data is available for download.
The download may include 365 days or more of history depending on the client's consent and their financial institutions data sharing terms.
Auditors can download the data from the
Dashboard
on the Home
screen or from the Manage clients
pane on the Clients
screen.Dashboard
Take the following steps to download the data from the Dashboard.
- Sign in to Open Banking, go to the Dashboard on theHomescreen.
- Select the checkbox for each client you want.
- Tick theI have read and accept the Confirmation User Agreement for Requesters and terms of the Open Banking Portal Schedulecheckbox.
- SelectDownload Report(s).
- Choose to save or open the available ZIP file containing your client data, then selectOK.noteThe downloaded ZIP file includes an Excel file for each selected client.
Manage clients
Take the following steps to download the data from the Manage clients pane.
- Sign in to Open Banking, selectClients.
- Select a client from theManage clientspane.
- Select the checkbox for each request you want to download.
- Tick theI have read and accept the Confirmation User Agreement for Requesters and terms of the Open Banking Portal Schedulecheckbox.
- SelectDownload Report(s).
- Choose to save or open the available ZIP file containing your client data, then selectOK.noteThe downloaded ZIP file includes an Excel file for each selected client.