Exporting to Excel


Within the Scenario Snapshot, you can export a client’s detailed account holdings, as well as a detailed look at their overall scenario. To do this, we will navigate to the Scenario Snapshot page within the Worksheets.

Clicking Details will generate the current holdings with a button to print the holdings to a PDF and a button to export the holdings to Excel.


The Scenario Snapshot page also contains an Export to Excel button to obtain a detailed annual breakdown of all the client's accounts, incomes and expenses.

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