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. |
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.