How to use the Data Extract Report in AdviserGo

Here are instructions on how to use the data extract report in AdviserGo

1. Once in AdviserGo click on Reports​

2. Select your report, for example Cash Flow and 'Add to Report'

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3. Then enable the Export raw data and images button. Then Generate Report.

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4. 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 details.

 

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Toggle this setting off if you do not wish to download the data extract file.

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