Summary

Users now have more control over exporting reports in Excel with new formatting options.  


How to:

Within Reports, select the download icon to prompt the export options. Simply toggle the buttons to set your preferred export format. 

  1. Consolidate into a single sheet: All data will appear on one tab

  2. Include strats total row: Total rows will be included for each strat table

  3. Include formatting: Accounting and percentage formats will be applied to relevant fields




See it in action: