To export data online using the SS&C Secure Distributor Portal please follow these steps:

  1. Select the Search tab
  2. Select the report type 
  3. The Date range default will change depending on the type of report, click the date field if the default does not cover the correct period
  4. Click Search

Once you have found the data you require you have the option to 

  1. Export all 
  2. Alternatively you can select the data individually by ticking the box to the left of the row of data
  3. Select export selected