Export plan data

The data in your Advisory Planner project can be exported as an xlsx file. When you export the data, the file is downloaded based on your browser settings.

Set export preferences

You can choose to include or omit blank rows or notes within a project when exporting the data.

  1. Select Export > Export Preferences
  2. Select or deselect the following options
    • Remove all blank rows from export – Select this option to remove rows without any data entry for any case or year from the export file.
    • Add notes to export – Select this option to include any information entered as a note within the plan in the export file.
  3. Click the Save button to apply any changes made.

Export data from an Advisory Planner project

To export plan data, complete the following steps.

  1. Select Export from the menu bar
  2. Select one of the following export options:
    • Current screen – Select this option to export the contents of the current screen to an xlsx file.
    • Export tax projection - Select this option to export the contents of the tax project screens from the Main folder to an xlsx file.
    • Export selection – All screens with data-entry will be marked automatically. You can choose to clear all, mark all, select or deselect any of the screens within the plan.
  3. After selecting one of the export options, the xlsx file will be downloaded to your computer based on your browser settings.

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