How to Export Finance Rules to CSV file

How to Export Finance Rules to CSV file

1. Overview

The Export Finance Rules feature in Prism’s Finance module allows you to download existing finance rules into a CSV (Comma Separated Values) file for review and analysis.

Instead of viewing rules individually within Prism, you can export them into a spreadsheet for easier visibility and auditing.

This feature is particularly useful when:

  1. You need to review or audit all finance rules in bulk
  2. You need to back up current finance rule configurations

2. Step-by-Step Guide

Step 1 — Navigate to Finance → Rules

From the top navigation bar:

  1. Click Finance
  2. Select the Rules tab

This will display the list of all configured Finance Rules.

Step 2 — Review or Filter Rules (Optional)

Before exporting, you may filter the rules list:

  1. Use available filters such as:
    • Location
    • Rule Type
    • Status
  2. The table will update based on your selection

✓ Tip: Filtering helps export only relevant data instead of the full dataset.

Step 3 — Export Finance Rules

  1. In the top-right corner of the each Rule Type page, click Export to CSV
  2. The system will generate a CSV file
  3. The file will be downloaded automatically to your computer (usually in the Downloads folder)


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