Your data is always available when you need it. Standard Metrics provides a straightforward way to export your information from the Exports tab.
From the top navigation bar, select the Exports tab.
For portfolio data, choose the desired date range and click Download.
For Investment Details, Tear Sheet status changes, and User Permissions/Roles, find the relevant section and click Download.
An export history is available at the bottom of the Exports tab.
Only users with Admin or Editor permissions can export data from the platform. Users with Viewer access will not see the Exports tab.
For information on exporting data from other areas of the platform, see here.