Exporting Profiles

To export profiles:

  1. Select Profiles.
  2. Select profiles, then select Actions, and then Export.

    Optional: Filter the Profile List to include only the profiles that you want to export.

  3. In Export Profiles, select:
    • Rows

      Select one:

      • All profiles to export all profiles that meet the current filter criteria

      • Selected profiles to export the selected profiles

    • Format

      Select one:

      • Formatted data (visible columns only) to export to an Excel-compatible format

      • Unformatted data for future import to export to CSV format for future import

      • Summary reconciliation children for future import to export summary information for future import

  4. Click Export.
  5. Click Open or Save to save the file to your hard drive.
  6. In Export Profiles, click Close.