HOW TO EXPORT DATA FROM PERFIOS PFM

Follow the steps mentioned below:

1. Login to Perfios PFM

2. Click on the ‘Export’ menu item from dropdown under login

name at the top right corner of the home screen.

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 A Zoom-in View of the Export menu.

3. Upon clicking on ‘Export’ menu item, ‘Export Account Data’

window appears

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 In this screen you can select:

• The file type for desired output - Excel or PDF can be selected.

• The date range for which data is to be exported. Choose All to

export everything.

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 • The types of data / assets and the accounts within each asset
type can be selected. Select everything to export all data
(selected by default).

4. Click ‘Submit’ to export all the data as an Excel worksheet or a PDF

file and save it in your local folder.

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