How to export shareholder information
Export shareholder profiles for all companies from the InfoDocs portfolio.
Estimated reading time: 35 seconds
Step 1: Log in to your InfoDocs Portfolio.
Step 2: Click the Export Reports button.
![](https://storage.crisp.chat/users/helpdesk/website/d5b93bf079ae8000/test_settfg.png)
Step 3: Select shareholder profiles.
![](https://storage.crisp.chat/users/helpdesk/website/d5b93bf079ae8000/shareholders_b9y6yr.png)
Step 4: Download your shareholders profile in CSV format and Save.
Please Note: Once you’ve downloaded the CSV file, you can open it in Microsoft excel or Google sheet.
Estimated reading time: 35 seconds
Step 1: Log in to your InfoDocs Portfolio.
Step 2: Click the Export Reports button.
![](https://storage.crisp.chat/users/helpdesk/website/d5b93bf079ae8000/test_settfg.png)
Step 3: Select shareholder profiles.
![](https://storage.crisp.chat/users/helpdesk/website/d5b93bf079ae8000/shareholders_b9y6yr.png)
Step 4: Download your shareholders profile in CSV format and Save.
Please Note: Once you’ve downloaded the CSV file, you can open it in Microsoft excel or Google sheet.
Updated on: 29/12/2023
Thank you!