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User Guide

Exporting and Importing Watch Lists

Exporting and Importing Watch Lists

Exporting a Watch List

Complete these steps to export a Watch List:

  1. Go to RESOURCES > Watch Lists.
  2. Select the Watch List(s) to export from the table.
  3. Click Export.
  4. Select the file format as PDF, RTF or CSV and click Generate.
    "Export successful" message is displayed.
  5. Click Open Report File to save the file.

Importing a Watch List

Complete these steps to import a Watch List:

  1. Go to RESOURCES > Watch Lists.
  2. Select the Watch List to modify from the table.
  3. Click Import.
  4. Select the file to import in CSV format and click Import.

Exporting and Importing Watch Lists

Exporting and Importing Watch Lists

Exporting a Watch List

Complete these steps to export a Watch List:

  1. Go to RESOURCES > Watch Lists.
  2. Select the Watch List(s) to export from the table.
  3. Click Export.
  4. Select the file format as PDF, RTF or CSV and click Generate.
    "Export successful" message is displayed.
  5. Click Open Report File to save the file.

Importing a Watch List

Complete these steps to import a Watch List:

  1. Go to RESOURCES > Watch Lists.
  2. Select the Watch List to modify from the table.
  3. Click Import.
  4. Select the file to import in CSV format and click Import.