Here are instructions on how to use the data extract report in AdviserGo
1. Once in AdviserGo open the client record and click on Reports.
2. Select your report, for example Cash Flow and click Add to Report. Choose at least one of the 'Detailed Reports' for the export raw images and data to work.
3. Enable the Export raw data and images button.
4. Click Generate Report.
5. The information will go to your 'Downloads' folder. Open the zip file - go to Tables and click on the folder long name, then open the .csv file to view the table details.
Alternatively, click on Charts then click on the folder long name, then open the .png file to view the chart.
6. Simply toggle this setting off if you no longer wish to download the data extract file.