Exporting summary reports to Excel | ClearPoint Strategy

Exporting summary reports to Excel

Any grid style Summary Report in ClearPoint can be instantly exported and printed as an Excel file. See how this is done below.

From the page you would like to export, open the dropdown menu next to the pencil icon.

Select Export to Excel. To generate the file for ClearPoint Sync, check the box. Otherwise, click Generate.

Depending on the size of the page or report, the Excel file can take anywhere from a couple seconds to a couple minutes to generate. Once it is ready, you can download the file. Alternatively, you will also be notified by the notification bell. Click on the bell icon to open the Alerts Inbox.

Click the download icon to download the file.