How to export my list of funds to excel

For more information, please refer to the instructions below:

Navigate to Menu > Funds, in order to open your list of Funds. 

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Click on 'Actions' and select 'Export to Excel'.

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You have the option to export all Fund data, or select the data you would like to export by ticking/unticking the relevant boxes as shown below.  

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Once you have selected the data you would like to export, select 'Export' to download the Funds list report to excel.

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