Portfolio CSV Export > Settings

1. Access the Portfolio from either the Tiles or from the Main Menu drop-down.

2. Click the name of the Portfolio where you wish to extract the Settings CSV file.

3. Once you are in the Portfolio's main page, go to "Settings" from the sidebar.

4. In the Portfolio's Setting page, click the Portfolio CSV Export blue button .

5. In the Portfolio's Settings-Portfolio CSV Export page, only tick the check box for Settings. 

Then click the Export to CSV button. A zipped file will then be downloaded in your device's local drive.

6. Within the zipped folder are 6 Files, click to see the details of Access Levels, Assigned Key Users, General Settings, Notification Settings, Report Templates, Reporting Schedule of the Portfolio.