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Export Shared Account PIN Codes

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Sometimes you want might want to export a list of all your shared accounts and include the PIN / code used for each account, By default this option is disabled so your report might look like the image below.

To enable the code option go to Options > General and look for Account Options there will be a checkbox on this page for Make shared account PIN/code visible check this box like the image below.

Now go back to the Reports tab and select Account and click the Excel icon next to Shared Account List and you will see something like the image below.

Pro Tip: You can also generate this list from the Accounts page by clicking on the Excel icon at the bottom of the page


Categories: How-to Articles , Reporting


Keywords: Shared Account PIN , Account Report,Export PIN Codes

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Last updated March 15, 2024