Excelling in data exporting
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If you need to view all your clients on an Excel spreadsheet:
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1. Select the list you wish to export (i.e. Portfolios, Accounts etc).
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2. Click on “File” and select the “Export” option.
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3. A "Save As" window will appear and prompt you to choose the location you wish to save the exported file to. The file will not open automatically.
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All lists, including the Trade Blotter, can be exported.
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If you have any queries, please do not hesitate to contact your Relationship Manager or MyCredo Support.
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MyCredo Support
UK +44 (0)20 7968 8324
SA +27 (0)11 463 6312
mycredo-support@credogroup.com
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