Export Data from a Grid

Download the current list for reporting or reconciliation.

For admins

Several grids can export their contents for reporting or reconciliation. Look for the export / download control in the grid toolbar.

Apply your search and filters first: an export typically reflects the current view, so filtering before you export keeps the file focused on the records you care about.

Export is available on data-heavy grids such as Accounts and Masters. The exact control and the file format depend on your platform build — check the toolbar of the grid you’re working with.

Not a B2COPY client yet?

Bring B2COPY to your brokerage and grow on autopilot

Launch copy trading, PAMM, and MAM on your existing servers and turn your best traders into a growth engine — with hosting, monitoring, and support included. Not sure where to start? Talk to us and we’ll walk you through it.

2–4 weeks

Time to launch

$0

Infrastructure cost

40%+

Volume increase