- Select the type of export:
-
Chart Data Values – values for all of the dates shown on the selected chart for items on the chart
-
Chart Image – an image of the selected chart
-
Snapshot Values – values that are currently in the Snapshot view (this may be disabled if you are not currently viewing the Snapshot view)
-
Historical Values – values that are currently in the Historical view (this may be disabled if you are not currently viewing the Historical view)
-
Portfolio Values – values that are currently in the Portfolio view (this may be disabled if you are not currently viewing the Portfolio view)
- Select the export destination:
-
File – a file that you will select later in the wizard
-
Clipboard – a device used to paste data or images to other programs
- Press the Next button to proceed to the next wizard screen or the Finish button if you are copying Snapshot, Historical, or Portfolio values to the clipboard.