Export Systems To XLS (Microsoft Excel)

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

The Systems grid and pop up have been redesigned to improve their performance, give them a fresh, new look, and make them easier and more intuitive to use.

Export your Systems to XLS

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.
      • All data rows in the XLS file contain the Portfolio Association, making it easier to sort your data.

 

 

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