Exporting Your Results

My Profiles: Exporting Your Results
Quick Video on how to export results- My Profiles: Exporting Your Results Alright, so now that you have your results, it’s time to export them! This gui...
Mon, 5 Jun, 2023 at 1:50 PM
How To: Create Custom Export Template
While WealthEngine has a number of pre-built templates you can use to export your results, you may find that none of them are precisely what you are looking...
Thu, 27 Oct, 2022 at 2:48 AM
Restriction on Exporting Inner Circle & Major Donor Lists in My Profiles
Overview We introduced a change to the Export feature in My Profiles that disables or greys out the export button for Inner Circle and Major Donor lists...
Thu, 10 Aug, 2023 at 11:03 AM