How to export data?
On almost every screen there is the ability to export the data to excel or PDF.
Export to Excel
Near the top of the data grid, there is an icon to export to Excel.
With the export to excel some screens will give you an option of exporting all the data available or only the visible data.
If you select Download Visible then the export will only include the data that is open and visible on screen. For example on the accounts page when this option appears you will only export the Accounts/folders that are open. The accounts that exist in closed folders will not export.
Selecting Download All will export all available data, even the accounts that are not visible on the screen.
Export to PDF
At the top right corner of the application, near your user profile icon there is a print to PDF icon. When you select this option a print pop up will appear promoting you to save the page to PDF. Click Save to export the data as a pdf.
