Portfolio Treaty List

Export > Reports > Portfolio Treaty List

Portfolio treaty information can be exported to a comma-separated text file.

Procedure

To export portfolio information:

  1. Select a portfolio from the list. Enter a partial name into the portfolio name text box or use filter operators in other columns to quickly identify a portfolio when the list of portfolios is long.
  2. Enter (or browse ) path for export destination; this must be a network (UNC) path.
  3. Enter a name for the resulting file.
  4. To close this dialog box automatically once the export is complete, enable the Close on Export toggle.
  5. Click Export.
  6. To monitor the progress of this task, see the Activity Monitor.