# File downloads

[Mandates](https://banktech.gitbook.io/docs/user-guide/mandates) and [collections](https://banktech.gitbook.io/docs/user-guide/collections) records can both be saved locally by means of a file download.

## How to download all records

Within the Mandates or Collections view, click on the **Download** button in the menu bar and select the **Download all** option in the dropdown list. Click **OK** to initiate the file download. You can open and edit the file locally in Excel or any other editor that supports XLSX file formats.

<div align="left"><img src="https://3942185270-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MK92LXbOtBAGgXDkaxF%2F-MRKV7Mw0rHMFzMzowHp%2F-MRKYYQO1JaQyD306DCV%2Fdownload-file-modal.png?alt=media&#x26;token=e64ab62e-2279-40a5-ab8a-6e5018715832" alt="The download file modal provides various options"></div>

Note that the columns in the spreadsheet mirror the active columns in the data table of the Mandates and Collections views.

## How to download a selection of records

Within the Mandates or Collections views, select the records to be downloaded by checking the boxes on the left-hand side of each row. Alternatively you can filter rows by clicking the **Select filters** button in the menu bar. A modal window will appear with various fields to specify active filters. Once filters have been selected, click **Done** to update the data table.

To download the selected rows, click on the **Download** button in the menu bar and select the **Download selection** radio button. Click **OK** to initiate the file download. You can open and edit the file locally in Excel or any other editor that supports XLSX file formats.

## Customising columns

If you only want to download a selection of columns for each record, click on the **Column options** button in the menu bar. A modal window will appear with all the available columns. Select and/or deselect the desired columns and click the **Done** button to update the data table. To download the selected columns, click on the **Download** button in the menu bar and select the **Keep active filters/column options** radio button. Click **OK** to initiate the file download.

Alternatively you can select the **Use upload format** radio button for a XLSX file that is in the correct file upload format for easier editing and uploading of changes to mandates or collections.