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 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 ...Changing Grid Defaults
Every Grid in AdvisorEngine CRM has a system default view. These defaults can be customized to your firm’s preferences. Before adjusting your defaults, please note the following: The default view for a Grid is a firm-wide setting. Changes will affect ...Customizing Grid Columns
Choose what data points you see in your grids by adjusting the available columns: Choosing Grid Columns Click the column chooser from the right of most Grids. Scroll or search for the columns you want to select to add. Optional: Click Select None to ...Creating and Using Grid Templates
If you have used the Grid tools to arrange a custom Grid view that suits your needs, you can save that particular arrangement of filters, groups, sorts, columns, display items, and even searches as a Grid Template which may be quickly recalled later. ...Exporting and Downloading Report Package Runs
The entire run of a Report Package can be downloaded in a zipped file of all PDFs generated if desired. Navigate to Grow Practice > Customization > Report Packages. Locate the Report Package you want to export. Click the expand control to view all ...