Exporting Reports to CSV
Alert: The following feature is in pilot and may not yet be available to all firms.
Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager.
Any report can be exported to a CSV and downloaded as needed, provided your user has the correct data entitlements. When exporting, all data visible across all pages of the report is collected into a single CSV file that you can download and further manipulate in Microsoft Excel or a similar program.
Exporting a Report to CSV
- Navigate to the All Reports dashboard (Manage Clients > All Reports).
- Use the search and filter options to locate the report you need to export in the Custom Reports list.
- Click the report to open it.
- Click in the upper-right.
A new notification pop-up appears in the bottom right of the screen, informing you of the report generation process. This pop-up persists if you navigate to other pages in the system, so you can continue to work elsewhere while the report is prepared.
When the file is prepared, click in the pop-up to receive your file. This file remains available for 24 hours after the request is completed.
Related Articles
Exporting Grid Contents to Excel (CSV)
The current contents of most Grids can be exported to a CSV file for use in Microsoft Excel or a similar program. Apply any Searches or filters desired to limit the data exported from the Grid. Click Export to Excel from the right of the Grid. Your ...All Reports Dashboard Overview
Alert: The following feature is in pilot and may not yet be available to all firms. Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager. The ...Exporting Your AdvisorEngine Database
Though AdvisorEngine performs nightly backups on your database that can be recovered up to two weeks prior upon request, you may have need to export your data for a local backup or other purposes. AdvisorEngine CRM provides a tool to export your ...Sharing Reports
Alert: The following feature is in pilot and may not yet be available to all firms. Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager. Any ...Viewing Reports
Alert: The following feature is in pilot and may not yet be available to all firms. Note: The All Reports Dashboard and the Reports within should not be confused with the Report Packager and the PDF Report Packages created by the Report Packager. ...