Exporting Your Results

Nonprofit: Exporting Your Results
Alright, so now that you have your results, it’s time to export them! This guide will walk you through that process. Note: If none of the standard templat...
Tue, 29 Sep, 2020 at 8:13 AM
Nonprofit: Creating a 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, 23 Apr, 2020 at 5:50 PM