Export data to a CSV File

1. Log into your account.
2. 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.
3. 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.
4. 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
5. Once the export is complete, a notification will appear in the notifications section of your portfolio and you will receive an email.
6. 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.