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.
from the right of the Grid. Your web browser will initiate a file download. The method of download and location will vary based on your web browser and settings.Related Articles
Exporting Models to CSV
If needed, the Model Center grid can be exported to CSV for use in Microsoft Excel or other similar applications. Exporting Model Center Grid Contents The CSV export creates a CSV of the complete contents of the current Model Center grid. Prior to ...Exporting Target Portfolios to CSV
If needed, the Target Portfolios grid can be exported to CSV for use in Microsoft Excel or other similar applications. Exporting Target Portfolios The CSV export only exports the currently viewed page of the Target Portfolios grid. Prior to export, ...Exporting Reports to CSV
Any report in the Manage Clients Dashboard 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 ...Grids Overview
Grids are one of the primary methods of displaying data in AdvisorEngine CRM. Although the purpose and defaults for each Grid may differ, they all retain similar functionality. Being able to organize the data presented to you in a Grid will greatly ...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 ...