Sharing and Downloading your Custom Products

Go to your My Custom Product page from your profile tab on the top right of the screen

Note: The data that you input into iRate is your responsibility to maintain and be liable for. Lonsec accepts no liability for this external data.

This will load all the existing Custom Products you have created, where you can download or share the Custom Products in one of two ways:

1. Export via the Custom Product menu page

From this page you can select one or more of your Custom Products to download the data for, use the tick box to the left of the product name and click on Export

Select if you wish to export the Custom Product(s) to Excel or Email to yourself or a colleague. A colleague could then load the product data into their own iRate account for example so they have the same Custom Product to use on their account.

CP_Export1.jpg

 

2. Export via the individual Custom Product page

When on the Performance Return page for your selected Custom Product, click on Export.

Select if you wish to export the Custom Product(s) to Excel or Email to yourself or a colleague. A colleague could then load the product data into their own iRate account for example so they have the same Custom Product to use on their account.

CP_Export2.jpg

 

 

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