PSFS Offering | Funds - Export: How to export a list of your funds including the Fund ID

How to export a list of your funds including the Fund ID

If you are new to our Redesigned Offering Module, you may benefit from reading the article, How to navigate the Redesigned Offering Module.

  1. Go to the Funds page.
    • Using the Navigator Bar, select Funds.
      -or-
    • Using the Funds Card, select Go to Funds.
      Funds_Screen_Nav.png
  2. To get a list of funds for export, display all of the funds to the screen by leaving the Search Bar and Filter Panel fields blank.
    • Click the search button in the Search Bar. This will populate the screen will all funds.
    • Click the export button in the upper-right section of the screen.
      fund_ID.png

 

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