Create Export Group
To create an Export Group of Rate Data, do the steps:
- Select Rates & Fees from the sidebar menu.
- Select the Export Rates tab.
- Select a Date Range from the list of options.
- Click the + Export Group button.
- Enter a name for the group in the Export Group Name field.
- Select one or more customers from the Accounts field.
- Select the appropriate Currency option.
- Click Create to display the new group in the Export Rates tab.