How to export contributions and sort by fund in Excel
- Go into the Data Export page by clicking the Gear action button in the upper right corner then select the Data Export card.
- Select the profile you would like, the Organization ID if necessary, then the dates; click Export Data:
- To see the data in a table format, do the following: In the resulting spreadsheet, Highlight all of the columns with data (1); Click Format as Table (2); Select a table style then click OK (3).
- Click the arrow in the column with fund names (1); select the fund for which you'd like to view transactions (2); and then click OK (3).