Export rate book to spreadsheet

About this task

You can export a rate book and its included rate tables and rate routines to a spreadsheet in Excel format. The rate book can be in any status. The first tab displays rate book details, policy criteria, and links to included rate tables and rate routines. Each rate table and rate routine appears in its own tab. PolicyCenter always exports dates in rate books to YYYY-MM-DD format.

To export a rate book to spreadsheet format:

Procedure

  1. Navigate to a rate book.
  2. Click Export > Export to Spreadsheet in the Rate Book screen.

    While the rate book is exporting:

    • PolicyCenter displays Export to Spreadsheet and a status bar indicating the progress of the export. You can navigate to other screens without affecting the export progress.
    • On the Rate Books screen, the Activity column for the rate book displays Export to spreadsheet in progress while the spreadsheet is exporting.
    • You cannot edit, delete, or change the status of the rate book.
    After the export completes, on the Rate Book screen Last Spreadsheet Exported displays the time of the last export.

    After export, the Export drop-down menu is not available. To export again, navigate away from and back to the Rate Book screen.

  3. Click Download > Download Spreadsheet to download the spreadsheet to your local computer.

What to do next

See also