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'


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


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.




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