Portfolio Export (v8.xx)
To periodically export Values from your System, the new Web Version offers a csv export of any flat view.
To configure the export it has to be two things to do.
Define the General export settings Select the Flat View to export
General export setting
For file type, currently only csv is supported
View export settings
After general export setting is completed, define the view to export. Create view to export by the create menu.
Select the Flat View to export. The export will create from all columns. Fill in the previous general export setting as Destination.
Frequency could be:
Monthly Weekly Daily Manual
Note: Only Flat Views are supported.
Enable Export Agent
To run the export defined in setup, it's necessary to enable the agent.
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