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1. Login to Prudent Corporate Backoffice.


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2. Go to Transaction Report.


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3. On this page,select Group as well as the Time Period. Next, click Show.


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4. The report will be generated on the same page. Next, click on Export all data.


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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.


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7. Here is the image of the sample back-office file from Prudent Corporate.


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