Exporting data

Carta LP Portfolio Analytics offer two ways to export data from extracted documents:

Method 1: Quick export

This method allows you to generate an Excel export in our pre-defined Carta LP Portfolio Analytics format

Method 2: Custom export

This method gives you greater control over your data export, e.g. which metrics to include and other output customization.

Steps to export data

Select the desired default or custom template
Click EXPORT

Steps to create a custom export template:

Export template lets you create reports with customized metric scope:
Type the report name in ‘My Report’ field, then click on ‘+’ to add your report to the list of Export templates
Use the icons to delete or edit existing templates
Metric scope can be tailored for custom export templates only; this is based on the type of documents being processed or specific business needs (e.g. you may de-select 'Commitment metrics' if you don't require them for Quarterly Reports)
Upload custom form: You can define and upload an export format; this allows you to specify how Carta LP Portfolio Analytics populates data in your custom templates
Your new export format will be added to the existing list and can be downloaded for preview or deleted from the list; you can also download and preview the default Carta LP Portfolio Analytics export format (default.xlsx) by clicking the download icon;
Once you have defined a metric scope (and have uploaded your custom export format if needed), click on SAVE to register your customization
Click on Export to obtain your final export in an Excel file.

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Note: Selecting Default XLSX export template will auto-select the default Carta LP Portfolio Analytics output format. To tailor metric scope and select custom export formats, it is mandatory to create a custom export template.

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