Export lists directly from an Entity's Ownership into Excel!
Exports are a very handy feature that allows for a list being viewed online in Athennian, to be extracted into Excel.
- Within the Entity record, navigate to Securities > Ownership (Options and Warrants also have an Export option, and it works in the same way)
- Select the Class from the dropdown list that contains the data to be reviewed
- Select the tab where data should be exported - Transactions, Certificates, or Holdings
- Click the Export button
- The generated Export will be saved in an Excel (.xlsx) format and is available in your web browser download files
Video Tutorial: