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CommunitySuite Idea Lab: Accounts & Cash Management

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Export Balance Swap

We would love the ability to export the balance swap screen to Excel. We have historically printed the potential swaps, evaluated, and then come back in to accept/deny the swaps but would love if we can export to Excel.

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Paul Tomkins shared this idea  ·   ·  Report…  ·  Admin →
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  • Jane Litz commented  ·   ·  Report

    Agreed! We have to copy/paste to excel in order to retain the underlying support for that swap; this would be a big help.

  • Sarah Knoch commented  ·   ·  Report

    With the balance swap feature, it would be wonderful if we could export the table that come up into excel. That would make it easier for us to analysis the data and sort by fund type or account.