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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 →
Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

Hello,


Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.


If you have any questions, issues or concerns please let us know!


Thank you

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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.