How to copy Category Labels to Excel / Word

[nebfinfm]

I would like to copy complete list of "Category Labels" and "Investment Types" to Excel or Word. Once I made it, but I forget how....

Thanks Nebfinfm

[Mark]

Hi Nebfinfm,

Do you just want the labels/types, or do you want them for each investment?

[nebfinfm]

I want print list of existing labels, so I can conveniently see what I have. The reason is I want to add / modify / rearrange labels. Thanks Nebfinfm

[Mark]

Hi Nebfinfm,

Here is how you can do this:

Create a Custom report with the field "Asset Type" and turn off sub-totals, and list by asset type.

Do the same for investment type.

Within each report use "File / Export to CSV...".