Download a Report of All Investors

To Download a Report of all Investors

You can generate and download a report of all existing Investors in your system, quite simply with the following steps:

  1. Navigate to the Investors tab on the main page.
  2. Click the Download button.
  3. Select on the preferred file type, either XLSX or CSV. The file will begin to download. 
  4. A green banner appears at the top of the page confirming the report has been generated. If it wasn't downloaded automatically, click the link within the green banner.
Click to see larger version.

IMPORTANT: If sensitive information such as ACH details or SSN/EIN details is listed, they will not be available to view in the spreadsheet format unless the administrator has Secure CRM permissions enabled. To enable Secure CRM, please contact support@sensrsolutions.com