Exporting Your Results
Quick Video on how to export results- Exporting Results Alright, so now that you have your results, it’s time to export them! This guide will walk...
Wed, 24 Jul, 2024 at 5:01 PM
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
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
Hurray!! You have received the results, but what if you would like to export the results into your system. We have that sorted out for you through "Exp...
Fri, 1 Mar, 2024 at 5:26 AM