Export a Report
To export a Report:
- Click on the Reports tab.
- Click on the desired Folder on the left.
- The majority of the reports you will need are located in the Marketing and My Mortgage Reports folders.
- Click on the Name of the Report you would like export.
- Click on the Export Details button.(Classic) or "Down Arrow" and Export option (Lightning)
- Choose the Export File Format (Excel Format .xls or Comma Delimited .csv). (Formatted Report .xls or Details Only .csv)
- Click the Export button.
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