This article will guide you through the process of extracting reports and data files from Class in bulk to enable you to backup your data.

Create a Report Package

Navigate to Business level Reports > New Report Packages

1. Enter Package Name, e.g. "Data Export"
2. Select Brand using the drop-down, if you wish to limit the report package to a particular Brand 
3. Enter Data Range, e.g. 01/07/2018 to 30/06/2019
4. Select the Output Type as 'Export'
5. Select the Output Format as 'PDF'
6. Select Common Settings tab, and confirm the settings of the report package
   
7. Select Reports tab
8. Select Manage Reports
   
   
9. Drag and drop the reports to the Included Reports section for the reports you wish to add to the Data Export package
10. Select OK, once you have selected all the relevant reports
    
11. Click Save
    

When selecting reports, it is recommended to also include the 'Frund Transfer Data' report in your Export Package. This report contains the Excel Loader & Excel Transaction Loader of the fund/portfolio. This folder will download as a zipped file, which will need to be unzipped once downloaded to extract the data files.

Run the Report Package

Navigate to Business level Reports > Maintain Report Packages > Select report package

1. Select Run
2. Select the Funds/Portfolios by selects '+', alternatively select Add all funds 
3. Select Run
   
4. Once the reports have finished generating, under the History tab, select the arrow to download the report
   
   

What's Next?

Learn other Report features by referring to Reports Overview article.