Go to Custom Settings > Custom Products
1. Export via the Custom Product menu page
From this dashboard you are able to add growth data to existing Custom Products, edit or delete your Custom Product(s) or use the functions to save, export or send to other parts of iRate
Start by clicking on the tick box to the left of the Custom Product(s) name
Once you have selected the product(s) additional functionalities will appear in the menu bar above
EXPORTING YOUR CUSTOM PRODUCT
From the Export drop down menu select to export your selected Custom Product(s) to Excel or Print them out
SHARE YOUR CUSTOM PRODUCT WITH OTHERS BY EMAIL
The Email option allows you to send your Custom Product and data history to yourself or others
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 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.
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