How to import the Phillip Capital Backoffice (Multi Date / Single Client) in MProfit?

[MProfit Support]

1. Login into Phillip Capital Backoffice.




2. From left panel click on Share Reports option. Locate "09 Digital Contracts" and click on it.







3. Now as per your requirement select "BSE CM - Multi Date / Single Client" or "NSE CM - Multi Date / Single Client".





4. Enter Search Parameters (Date and Party) and click on Submit button.




4. Once the report is generated Select all text (CTRL+A) and copy it. Open Excel and paste the data in it and save it as Excel 97-2003 workbook format.


5. From MProfit Software use "Phillip Capital - Multi CN's - Excel" Template to import it.





6. Here is the image of the Sample Back-office file from Phillip Capital.