Set Up & Generate Pre-Defined Data Exports

1. Click on My AptaFund in the menu bar, and then click Exports.

2. Select the Module containing the data export you want, or begin typing the export name in the Exports field.

3. Select the Export from the Exports pull-down list, and a group of setup fields are displayed.

4. Select the export parameters using the drop-down lists. Note: If you change your mind and want to change all the parameters you've entered, click the Clear button in the Settings bar under the Exports pull-down list.

   • The multi-select list allows you to select more than one item by clicking in the text box and selecting from the drop-down list. It will look like either

   • • an empty text box, or

     • a text box with a default selection

   • The single-select list has text displayed even before you make a selection and allows you to select only one item.

5. Once you've designated all the parameters, click the Export to File button.

6. Navigate to the location you want to save the file, and click Save. The export file is saved in the location you selected.

Note: The parameters you set for an export are "sticky" — in other words, the next time you open this report setup, it will display the parameters you used to generate the export the previous time.

Since you may regularly generate the same export but with different parameters, you may want to save the different sets of parameters. Click here for instructions.

Return to Exports Overview