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My-UI-Financials Resource Page

Export Dashboard Data to Excel or CSV

  • 1. Log in to My-UI-Financials.
  • 2. Select the appropriate filters, and click the Get Records button.
  • 3. (Optional) Click the View Details button to view Accounts by CFOP, and then click it again to view the Transactions for Account.
  • 4. To export the data that's on the dashboard, click the Excel or CSV button.

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Last Updated: January 23, 2017


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