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Company and User Settings
How to export Portfolio Reports
Exporting your data from Portfolio Reports
Navigate to the Report you would export, then click the three dots next to Edit report in the top right corner. Click Export report.
Click Download file to download the Report as a spreadsheet.
Note: You can export your data by segment by clicking All companies (located next to the Report name) and then choosing the relevant segment.Please let us know if you have additional questions!