Exporting Data from a Statement of Qualifications


You may want to export data from a Statement of Qualifications to copy and paste the data into an external form.


To export data from a Statement of Qualifications:

  1. In Qualify, navigate to the Statement of Qualifications sub app.
  2. From the report pane, select the existing Statement of Qualifications you want to export.
  3. Click More.
  4. Click Export.
  5. In the popup, leave Include Lookups selected by default and click Ok.
  6. Navigate to the folder you want to save the file in. Enter a file name and click Save.


Your exported file should now be saved in that folder, though it may not open automatically. To open the file, navigate back to that folder and double-click the newly created file.