ICMA Report Updates

THE ICMA now requires the submission of a .csv file. To create this file, select Export from the Report Type dropdown and CSV from the File Type dropdown:

Click Submit to generate and display a grid of the data. To meet new ICMA requirements, contribution and loan data display in columns instead of rows:

To export this data to Excel, click the Feature chooser icon in any column header, then Export:

On the Export Options popup, make the appropriate selections, and click Export: