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
  • PDF
  • 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.

Exporting reports

Examples of a exported report

Last modified on April 30, 2018 UTC