For more guidance on how to view or edit previous and scheduled exports in Monitoring Portfolios, please view this interactive demonstration.  

You can also follow the steps below to learn more about Monitoring Exports: 

View Previous Exports

1. Navigate to Monitoring from the homepage of the Creditsafe platform 
2. Once you are in the Monitoring area, click on the Exports tab 
3. Any previous exports will show in the main body of the page. You can also see any scheduled exports there
4. You can click on the cloud icon next to any previous exports to download them

Edit Scheduled Export 

1. You can also edit a scheduled export by clicking on the edit pencil next to the export name 
2. You can edit the following details in the export settings: 
   • The selected Portfolio 
   • The email address(es) 
   • The export type 
   • Schedule dates 
   • Schedule period 
   • File format 
   • Companies to export 
   • Data to export 
3. When you have made the relevant updates, click the green Confirm button to save changes