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How do I export my data from Pareto Platform?
How do I export my data from Pareto Platform?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago
  1. Open a list of records in Pareto. Click or tap Export to Excel.

  2. In the Export Data to Excel dialog box, click or tap Static worksheet with records from this page. OR In the Export Data to Excel dialog box, click or tap Static worksheet with records from all pages in the current view.

  3. Click or tap Export.

  4. To view the static worksheet, click or tap Open.

  5. You will see a message that says the file that you are trying to open is in a different format than specified by the file extension. Click or tap Yes.

  6. In Excel, save the exported data to a file.

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