Exporting a Report to Excel

[paulk]

Hi Mark

Is it possible to export something like an Open Lot report to excel? It would be helpful for me to be able to sort/subtotal/etc that information when deciding whether or not to disposed of a position held in many different client portfolios.

Thanks!

[Mark]

Hi paulk,

Yes, you can export any report to Excel. From within the report window see "File / Export to CSV...".

[paulk]

Got it. Thanks!