Export Systems To XLS (Microsoft Excel)

Export your Systems to XLS (Microsoft Excel) to back them up or use the data in another application.

To export your Systems to XLS:

  1. Go to Environment > Systems.
  2. Filter your Systems using the grid column filter or Query Builder if you do not want to export all of them.
  3. Select Export to XLS from the Action drop-down menu:
    1. Your Excel file should start downloading immediately.
      • If it doesn’t, check your pop up blocker settings.
    2. Save the file to your hard drive if prompted:
      • The export file now includes the Vendor column.
      • Now all data rows in the XLS file contain the Portfolio Association, making it easier to sort your data.


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