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Download Statements

Team Alvarez FMO

Exporting Statements for Team Alvarez Step 1: Log In Begin by logging into the system. Navigate to the 'Statements' section. Step 2: Export Table Click on the 'Export Table' option

1 min readUpdated

Exporting Statements for Team Alvarez

 

Step 1: Log In

https://loom.com/i/2e2c7135913342d1997aca44ac551167?workflows_screenshot=true
  • Begin by logging into the system.

  • Navigate to the 'Statements' section.

 

Step 2: Export Table

https://trello.com/1/cards/689c003d07ac8c80a4a5c37d/attachments/68b9cafbf0fdf5c86a52fd74/download/2.jpg
  • Click on the 'Export Table' option.

 

Step 3: Select Rows

https://trello.com/1/cards/689c003d07ac8c80a4a5c37d/attachments/68b9cb08216d0b081f0c5b35/download/3.jpg
  • Choose 'All Rows Matching Filters' for the export.

 

Step 4: Rename File

https://trello.com/1/cards/689c003d07ac8c80a4a5c37d/attachments/68b9cb1791a225cc6528bc7a/download/4.jpg
  • Add 'Team Alvarez' to the filename before finalizing the export.

 

Step 5: Repeat Process

https://trello.com/1/cards/689c003d07ac8c80a4a5c37d/attachments/68b9cb254bdc9f6d4f55fdbb/download/5.jpg
  • Follow the same steps for any additional exports needed.

 


 

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