Exporting a report
Content also available for tax entities or on our global site.1 – On the report, click one of the icons on the upper right-hand side, in the format you would like to export to. Reports can be exported to either:
- Spreadsheet
- Google Drive
Note: the report will export with the current selected date range, as well as any ‘advanced options’; ‘group by’, open/closed positions and labels.
Last modified on January 5, 2023 UTC