How do I export accounts? (Connect Online)

Account List

Use the data that displays on the Account List in Connect Online to create an export file. You can open the export file in Microsoft Excel or any application that supports .xlxs files.

Watch a video

  • Learn how to add and remove columns, export data, and view charts from the Account List in Connect Online. Watch a video (2m55s)

Exporting accounts

1. Open My Dashboard.

2. Click View Account List.

Account Watch List widget

3. Set up the selection criteria.

Use Settings to select the period, account types, segments, and account types.


4. Click Export All Data  .

The accounts are saved as an Excel (.xlxs) file.

202005, 2020Mar05




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