I noticed the Excel Export has just changed. I preferred the old format. I would export as Excel and then save as CSV to bring data into my own database. The new format does not include the same fields as the old missing for example the confirmation number. It would be better to just be able to export any report as a CSV file. My work around is now to export as a Google Sheet and then from there to CSV. The Google Sheet includes all the fields that used to be on the Excel export. I hope this does not get changed.
Related topics
Topic | Replies | Views | Activity | |
---|---|---|---|---|
All Trades Report - Excel Export - Blank columns | 0 | 335 | 28 April 2023 | |
Excel Export | 8 | 1076 | 3 June 2023 | |
Current Holding Report | 1 | 476 | 30 August 2021 | |
Uploaded csv file attached to trades | 0 | 225 | 7 November 2023 | |
Historical Cost Report Download | 1 | 32 | 9 May 2025 |