To export data online using the SS&C Secure Distributor Portal please follow these steps:
- Select the Search tab
- Select the report type
- 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
- Click Search
Once you have found the data you require you have the option to
- Export all
- Alternatively you can select the data individually by ticking the box to the left of the row of data
- Select export selected