Batch export

Portfolio Service Batch Export Tables" module or "Portfolio Service Scheduled Reporting" module

Batch export allows reports and tables to be exported from the Infront Portfolio Manager in batch mode. The individual batch export configurations are defined and saved in the Infront Portfolio Manager. The batch exports are then usually executed automatically via a job in the Portfolio Manager Server.

You can also start batch exports via command line (Windows time control), the time control integrated in the Infront Portfolio Manager or manually via the Infront Portfolio Manager interface.

Read in the section Saving reports in ZIP archivessection on how you can summarize your reports in ZIP archives and provide them with a password.

Batch export is based on modules that require a license and must be activated for reports and tables. If you are interested, please contact the Customer Service of Infront Financial Technology GmbH.