Custom portfolio export

We are excited to announce a new feature in response to the many requests we have received from our users. We have developed a custom portfolio export module that will give you the flexibility to extract the exact information you need from your system. 

With this new feature, you will be able to: 

• Select the columns you wish to include in your export 
• Reorder the columns to match your preferred format 
• Save your custom export templates for future use