Arch users are now able to export Black Diamond transaction and valuation reports directly from the Arch portal. This is a feature that can be enabled for your user so reach out directly to your Account Manager or via Intercom if you would like to use this functionality!
Steps
Navigate and click into the "Exports" page on the left hand side of the portal
Once on the exports page, you can filter by account, date range, and all other filter options normally available to you on Arch
Next, select the type of report you would like to export, Valuations or Transactions
Lastly, click on the three dots on the right hand side of the screen and click export
This will produce an excel sheet with all necessary columns and information to be uploaded into Black Diamond!
