Export the Portfolio Summary

Export a the currently selected summary of all portfolios.

 

1. To export the portfolio summary:

Select Export Summary. Summary information is downloaded in a .CSV file.

Remove Selected Portfolios

Remove one or more portfolios from the Portfolio section.

1. To remove one or more portfolios:
1. Select the box adjacent to the portfolios to remove.
2. Select Remove.

Downloads

Download sample files.

1. To download templates:

1. Select Downloads.
2. Select file to download from the list. File downloads in a .CSV file.
3. Open or Save file.