Data Extract Option - How to export raw report data and images for other uses

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 click Add to Report

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3. Enable the Export raw data and images button.

4. Click Generate Report.

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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 details.

 

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Simply toggle this setting off if you no longer wish to download the data extract file.

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