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Getting started
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What's New - Release Notes
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Masters
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Client Portal 2.0
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Reporting
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Version X - Growth Modules
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Version X - Reporting
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Verison X - FAQ
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Version X - Allocations
How can I get my Mac to export reports into excel automatically.
You will need to change your settings to open files.
- On your Mac, click the finder icon in the Dock to open a finder window.
- Select the file, then choose File > Get info.
- You can also Control-click the file, then choose Get Info.
- In the Info window, click the disclosure triangle next to open with
- Click the pop-up menu, then choose the app.
- To open all files of this type with this app, click Change All