Seraf enables the easy export of most tables in your account. Select the Download button at the top of any table to choose a file type to download, including Excel, CSV and Word, depending on your account level. Note that depending on the size of your records, a CSV file may be the only available option.
The Portfolio Management section of your account contains all your account entries on the respective tabs. For example, on the Companies tab, you can view and download all companies entered in your account, whether they are current, exited, and even those that have no transactions associated with them. You can use the filters at the top of the page to choose specific criteria. For example, the Transactions tab has a date filter to facilitate the download of specific transactions, which can be particularly helpful for large accounts with high transaction volume.
Once your records are exported, you can conduct additional analysis and/or review your records for accuracy and completeness. Plus, Enterprise account administrators can simply use the data to create their own reports for internal use and to share with their investors.
If you are using a Mac, you may need to use a Microsoft compatible program to fully view the reports.