Export Options & Reporting

Export Options & Reporting

Export options exist on the tabular views of tasks, assignments, cases, pre-clearance requests, trades, holdings, accounts, restricted securities, approved securities, brokerages, employee brokerage accounts and trading docs; within MyComplianceOffice. These enable a user to export the tables to either CSV, Excel or PDF.

Created with the Personal Edition of HelpNDoc: Produce electronic books easily