Create Export Group

To create an Export Group of Rate Data, do the steps:

  1. Select Rates & Fees from the sidebar menu.
  2. Select the Export Rates tab.
  3. Select a Date Range from the list of options.
  4. Click the + Export Group button.
  5. Enter a name for the group in the Export Group Name field.
  6. Select one or more customers from the Accounts field.
  7. Select the appropriate Currency option.
  8. Click Create to display the new group in the Export Rates tab.