We are using the Portfolio feature for reporting. At the moment only people who have an account can see the portfolio overview and there is not a good option to export it. So we are using at the moment the “csv/Excel” Export. Everything is working there but we dont get the “Latest Status” exported. It would be super helpful if this would be part of the export
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There’s actually available a live export (updated hourly when there are changes) to Google Sheets (which also works in Excel). See:
See also posts in this Forum related to this for more info.
Larry
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