Batch Export Reports in a Single Excel File

What is this feature?

A new batch export feature allows users to select multiple portfolio management reports and export them all into a single Excel workbook in one click. Each report is placed in its own named worksheet, making it easy to navigate and share with colleagues or clients.

Previously, users needed to export each report individually and then consolidate them manually. The new feature eliminates this friction entirely — saving significant time for investment teams who produce regular performance packs.

Watch the demo video below to see the export menu and the resulting multi-sheet Excel file.

What you can do

• Single-click batch export: export all selected reports to one Excel file in one action
• Individual worksheets: each report type gets its own clearly labelled sheet in the workbook
• Report types supported: Transaction History, Asset Weights, Portfolio Currency Details, NAV per Share, Exchange Rates and more
• Customisable row colours: select colour coding for easier readability within the exported file
• No manual consolidation: eliminates the need to copy-paste between separate export files
• Consistent formatting: all sheets follow the same structure for easy navigation