Adviser allows you to export most data to comma-separated value (CSV) files for further reporting and analysis. The format of the CSV file has been chosen carefully to import well into Microsoft Excel, but it is important to follow the steps below to ensure that the file imports correctly. At least on some platforms, Excel will not import the file correctly if you simply double-click on the file in Explorer.
Reports are generally available from the Databases and Users dropdowns in each module:
The logs report is available using the download button on the main navigation bar.
The report may take a little time to generate, and it should automatically be downloaded to your browser's downloads folder when it is complete.
CSV is a very basic file format that does not have specific support for writing dates and times or international characters. To ensure that Adviser data exports correctly, our reports are written using UTF-8 encoding and using a modified ISO format for date times. Some versions of Excel will not automatically import files like this, but the steps below should ensure that the file imports correctly.