How to download order list of clients? : Partner Helpdesk

How to download order list of clients? Print

Modified on: Wed, 20 Jan, 2021 at 4:26 PM

For downloading the complete order list of clients, please follow the steps below.

Step 1

Kindly go to Menu -> Orders

Step 2

Select the All orders tab as shown below. Select the date range, transaction type, order status. If it is a SIP investment select Yes in the section IS SIP, if its a lumpsum investment select No.

Step 3

After the fields are filled up, click on Submit button all the data will be shown in the dashboard as below, then click on Download to save and view data.

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