Export Systems To XLS (Microsoft Excel)

Over the next few weeks, we will be updating our user interface to make it more consistent. The icons, buttons, fonts, formatting, and colors that appear in the screenshots below will be temporarily out of date.

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

The export file now includes the Vendor column.

To export your Systems to XLS:

  1. Go to Environments > Systems.
  2. Filter your Systems if you do not want to export all of them.
  3. Select Export to XLS from the Action drop down menu.
    Your Excel file should start downloading immediately. If it doesn’t, check your pop up blocker settings.
    Save the file to your hard drive if prompted.
    Now all data rows in the XLS file contain the Portfolio Association, making it easier to sort your data.


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