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The Retirement Analysis Kit Help File

Client data may be exported using TRAK's Database tool. Data can be exported as it appears in the grid, including column order and filtering.

Exporting data from database

To export client data, right click over the grid and click on the 'Save to File...' menu item from the pop up menu. There are several export formats available from the 'Save as type' combo box at the bottom of the dialog.