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Exporting myIClub accounting data
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(1) Is it possible to export club accounting data to CSV files?
(2) Can myIClub reports be customized? E.g., selecting columns to include in a report?
(3) Is it possible to add customized data? For example, we track certain ValueLine data for our portfolio, specifically Timeliness and projected 3-5 year return. I'd like to enter this data into our accounting database and report it along with other portfolio data.
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No, the club data is not exportable in CSV format and the reports are not customizable. However, we are looking at ways to add to the portfolio management reports and functionality in myICLUB.com, which would include some kinds of data as you describe.
Doug
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Exporting myIClub accounting data
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