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.
7
votes
Paul Tomkins
shared this idea
-
Sarah Knoch commented
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.