Exporting Models to CSV (TAMP)

Exporting Models to CSV (TAMP)

NOTE: The following documentation applies to AdvisorEngine TAMP clients only.

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 export, apply any search or filter desired to see exactly the list you would like to export.

Once you have the grid arranged to the view you would like to export, click in the upper right of the grid. Your file download begins automatically.

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