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File Templates
The File Templates page allows you to view the headers of available data sets in either Tab Delimited or XML Based format. You can use this header information to create data sets to upload to Advisor Rebalancing or to simply review header information.
The header information is in text box, so you can copy the information directly from the page:
Once the information is copied, you can paste it directly into your spreadsheet program:
This option does not allow you to customize column headers and is not frequently used. Instead, create a bulk report with your desired column headers first. Next, run the bulk report, and then use the bulk report to edit and then re-upload data to Advisor Rebalancing.
For more information, see Create, Edit, and Delete Bulk Reports.
