How can I get a summary report of my contracts?

What is the issue you're facing?

I would like to get a summary of all of my contracts. How can I do this?

Solution

You can do this by following the below steps:

Log in to your Market Dojo platform (https://secure.marketdojo.com/login).

In the 'Modules & Links' drop down at the top of the page choose 'Contracts'.

Click on the download link as highlighted in the screenshot below.

Then click on the 'Download Summary XLSX' option.

This will then start generating an email which will be sent to your email address. You will see the message below appear on the screen so you know the request is being processed. Note that this can take some time to compile. 

You will then receive an email to say your download is ready.

Click on the Download link in the email to download the report.

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