Exporting Contract Exposure Data to CSV Files in Portfolio Mode

Procedure

  1. Open a project.
  2. Open an exposure view.
  3. Open the Contract List.
  4. In the grid, highlight the contract to export.

    If you select multiple contracts, Touchstone exports only the last selected contract.

  5. Click Export.

    The AIR ExportExpress window appears.

  6. On the Source Exposure tab, under Export Exposure Information, select the type of data to export.

    You can select contract data, location data (including workers' compensation data such as injury type), geocode match level data, and reinsurance data. Touchstone exports any step function data as part of the contract data. Step function data applies only to Property exposures.

  7. Under Computing Resources, in the Number of Cores fields, specify minimum and maximum number of cores to use for the export.
  8. On the Options tab, select the Date Format.
    Note:

    Selecting the date format enables you to keep the date formats of imported and exported .csv data consistent.

  9. Specify the destination for the exported data.
  10. To keep AIR ExportExpress open after exporting the reports, deselect Close on Export.
  11. Click Export.