Can I download reports to share with others?

Yes, you can download a copy of your Account Statement, found in Documents & Reports, to share with others. Or you can export tables from the pages in your account to a Word document by selecting the W icon on the top right of most tables. Seraf Professional and Enterprise Portal users also have the ability to export data into an Excel or CSV file, which can then be shared electronically or printed.

To download a report, click on the preferred icon in the upper right corner above the tables in your account.

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