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📤 How to export a spreadsheet of your allocation management
📤 How to export a spreadsheet of your allocation management

It is easy to export the allocation management as a spreadsheet for any deal you have created on Presail.

Milad Mirshahi avatar
Written by Milad Mirshahi
Updated over a week ago

Every deal in Presail can be exported as a spreadsheet (.xls). This spreadsheet includes all the key details of your allocation management. You can read more about the different columns in the spreadsheet export in this article.


📤 How To Export Your Allocation Management [Basic Guide]

1️⃣ Click on the Deal you want to export a spreadsheet for.
​2️⃣ Navigate to the Fundraising tab.
3️⃣ Click the Export button. A .xls file will be downloaded automatically.


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📤 How To Export Your Allocation Management [Advanced Guide]

Step 1: Click on the Deal you want to export a spreadsheet for.

Step 2: Navigate to the Fundraising tab.

Step 3: Click the Export button. This will initiate an automatic download of a .xls file of the allocation management.

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