- Log into your account.
- Go to the page for your Programme.
- If you are a Programme Administrator for more than one Programme, click on the Programmes tab and select the Programme from the drop-down.
- Click on Portfolios in the submenu.
- You can use the filters to narrow down your view and include or exclude archived, suspended portfolios or portfolios of those who are deceased.
- Click on Export to CSV.
- You will see a notification on your screen that the job is ready for queuing along with a job number
- Once the export is complete, a notification will appear in the notifications section of your portfolio and you will receive an email.
- The exported CSV file can be downloaded from the Exports tab on your Profile page.
Important: Never put personal or confidential data in the body of an email or in an attachment, unless the attachment is encrypted, and the encryption pass-phrase is communicated through a different route.