Download workspace data

From the menu bar, you can download data from a Workspace you are viewing.

This data includes the information currently displayed in all of the widgets on that Workspace. This download option allows you to access the information you need even when you are offline.

How to download workspace data

Select the Download data button in the menu bar
Select the format you would like to download data as (Raw CSV, Raw XLSX, or Formatted XLSX) in the menu that opens

This opens a modal telling you that your Workspace data is being prepared for download. From this modal, you can:

Select Dismiss – close the modal to use the app’s other features while the Workspace data is being prepared as downloadable files.
Select Cancel – stop the Workspace data from being turned into downloadable files.
Select Download – download the Workspace’s data when it is ready (cannot be clicked while data is still being prepared).

If you click Dismiss, closing the download modal, you receive an in-app notification in your Active Notifications panel (opened by clicking the bell icon in the top right-hand corner of any page in the app) when your data is ready to be downloaded. You can click this notification to begin downloading your data.

If you click Download when the files are ready, you can then click Done in the Download modal to close the modal while the files download. When the files are finished downloading, you are alerted of this through an in-app notification in your Active Notifications menu (opened by clicking the bell icon in the top right-hand corner of any page in the app).

If you click Close in the modal before clicking Download, the modal closes without downloading the files and you receive a notification in your Active Notifications menu with a link you can click to begin downloading your files.

Status notifications for Workspace data downloads

Notifications regarding downloads are also dynamic; the status listed on the notification you receive in your Active Notifications menu updates to match the changing status of the files generated by the app. Here are the status downloadable files and their notifications:

Ready – the files generated by Client Portal can be downloaded by following the link attached to this notification within the next 24 hours
Download Link Expired – the files were generated more than 24 hours ago and can no longer be downloaded
Download Link Invalid – the link attached to the notification is no longer available (usually because your access to an account’s data was removed by your advisor)
File Failed – Client Portal could not generate downloadable files for the requested data at this time (due to an error)

If your data download fails or your download becomes invalid because you lose access to an account, an error modal automatically opens to inform you of the failure and provide you with an error reference code and a support email address.