Export investment data
You can export the data from your investment plans. For example, you can use exports to:
Share data with people who are not users in Uptempo.
Integrate the data into other systems.
Modify the exported data for reimporting it into Uptempo.
About data exports
You can export data from one investment plan at a time. Data export options include:
- Export Current view
Exports only the data that is displayed in your current view to an Excel spreadsheet (.xls). The order of your columns in the export is the same as the order of the columns in your view.
- Export All fields
Exports all of the data in your account to an Excel spreadsheet (.xls). The order of your columns in the export is based on how your columns are listed in the Customize > Columns page. Categories and sub-categories are highlighted by colored rows. Placeholders aren't distinguishable from line items.
- Export All fields for Import
Exports all of the data in your account to an Excel spreadsheet (.xls). The order of columns in the export is based on how your columns are listed in the Customize > Columns page. Categories, sub-categories, line items and placeholders are annotated for import, for details see Structural annotation reference.
Export investment data from Uptempo
Export investment plan data
In the
Investments section, click the Download icon next to the search bar.Select your desired export option from the menu.
If you selected the option Export Current view or Export All fields: Decide whether the export should show aggregate totals.
You have exported the data.