Skip to main content

How to export/download Components and Funding Plans tables to an Excel file

This guide shows how to export the Components, Cash Flow (30 Years), Year 1 Breakdown, and 30-year Summary table to Excel.

Exporting a Straight Line / Component Method funding plan table

1. Click on the Funding Plan tab on the study viewer

Click on request_quote…

2. Select a Straight Line / Component Method funding plan

Click on Brian's propety…

3. Select the table (tab) you would like to export

For "Straight Line / Component Method" type funding plan, you can export "Year 1 Breakdown" and the "30 Year Summary" tables.

Click on Brian's propety…

Click on Brian's propety…

3. Click on the export icon

Click on image

Exporting a Cash Flow funding plan table

1. Select a Cash Flow type funding plan

For "Cash Flow" type funding plan, you can export "Cash Flow (30 Year)" table.

Click on Brian's propety…

2. Click on the export icon

Click on image

Exporting a components table

1. Click on the Components section

Click on handyman…

2. Click on the export icon

Click on download

Note: Only the data visible in the table will be downloaded to the Excel file.

Did this answer your question?