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How can I export data from Portfolio Manager? Follow

There are several ways to export data from Portfolio Manager:

1. You can download data from your account, either all at once, or by property.
To download all data for a single property:

  • go to the Summary Tab for the property in the bottom right corner,
  • click: "Download Property to Excel"

To download all data for all your properties:

  • go to the Summary Tab for the property in the bottom right corner,
  • click: "Download Property to Excel"
  • Note: This feature is disabled for portfolios with greater than 5,000 properties

2. Portfolio Manager also offers 8 Standard Reports and the ability to create your own customized reports on the "Reporting" tab. To learn more about these options, check out our Training documents:

How to: Standard Report Templates

How to: A Guide to Custom Reporting  

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