PSG Gear Icon - Data Export: How to export contributions and sort by fund in Excel

How to export contributions and sort by fund in Excel

  1. Go into the Data Export page by clicking the Gear action button in the upper right corner then select the Data Export card.
    Gear_Icon_-_Data_Export.png

  2. Select the profile you would like, the Organization ID if necessary, then the dates; click Export Data:
    Data_export_page.png
  3. 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).
    Exported_spreadsheet.png
  4. 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).
    filter_text_in_spreadsheet_output.png;

 

 

 

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