Portfolio CSV Exports

1.11 Portfolio CSV Export > Benefits Tracking
1. Portfolio CSV Export > Benefits Tracking 1. Access the Portfolio from either the tiles option or from the drop-down list.  2. Click the Port...
Fri, 18 Sep, 2026 at 6:34 PM
1.12 Portfolio CSV Export > Settings
1. Portfolio CSV Export > Settings 1. Access the Portfolio from either the Tiles or from the Main Menu drop-down. 2. Click the name of the...
Fri, 18 Sep, 2026 at 6:35 PM