Exporting Portfolio details

You can export Portfolio details either to Microsoft Excel or CSV files using the Export button available at the top-right of the Portfolio grid.

Note: Ensure that full access is provided to the Portfolio page and Deal Creation permissions.

To export Portfolio details, perform the following steps.

1. At the top-left of the page, click Portfolio.

2. On the Portfolio page, at the top-right, click Export and select the required file format such as Export to Excel and Export to CSV.

Export button

3. Click Export to Excel.

The Portfolio details are downloaded in Microsoft Excel format to your local machine.

4. Click Export to CSV.

The Portfolio details are downloaded in CSV format to your local machine.