1. Login to Prudent Corporate Backoffice.
2. Go to Transaction Report.
3. On this page,select Group as well as the Time Period. Next, click Show.
4. The report will be generated on the same page. Next, click on Export all data.
5. The file will be downloaded in Excel format. You need to open the Excel file and save as "Excel 97-2003 workbook" format.
6. From MProfit, select the "Prudent Corporate Advisory - Excel" template and import it.
7. Here is the image of the sample back-office file from Prudent Corporate.