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Export a Report

To export a Report:
  1. Click on the Reports tab.
  2. 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.
  3. Click on the Name of the Report you would like export.
  4. Click on the Export Details button.(Classic) or "Down Arrow" and Export option (Lightning)
  5. Choose the Export File Format (Excel Format .xls or Comma Delimited .csv). (Formatted Report .xls or Details Only .csv)
  6. Click the Export button.
Watch the video below to learn how to export a report:

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