| User Roles |  Admin |  Staff contributor | ✗External Contributor | ✗Pulse user |
The Export feature in Silverfin allows you to quickly create standardised management reports with just a few clicks. This guide will show you how to generate an export bundle in your client's file.
Steps to Generate an export bundle
- From the Client Overview page, select Export from the top panel. This will take you to the export section.
- Click the New Export button.
- Choose a pre-set export bundle from the drop-down menu. These bundles are created by your Admin user.
- Click the green Generate Export button to create the export pack.
- Once the export pack is ready, you'll be taken to the Export History page. Click on the generated document title to open it.
In addition to viewing the report, you can also:
- Move the report to Documents section.
- Regenerate the report.
- Delete old exports that are no longer needed.
