Save Financial and Copies Data to a File Helper
When working with fund wizards, the Save Financial and Copies Data to a File helper may be available for you to save specific fund information to a file on your workstation. The helper outputs financial and item data in a comma-delimited format and creates a file with a .csv extension containing the data. This file can be viewed using a spreadsheet application.
To save fund information to a file
| 1 | In the Review All Funds window, click the Save Financial and Copies Data to a File helper. |
| 2 | A window opens, allowing you to navigate to a folder on your workstation. Type a file name with a .csv extension, and click Save. Data from the current fund search will be saved. |
| 3 | Outside the WorkFlows client, navigate to the folder where you saved the file. Double-click the file, and it will open in your default spreadsheet application. |
If ###’s appear in the spreadsheet, the spreadsheet application is indicating that the columns are not wide enough to display all digits. Expand the column widths to display all digits.
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