In short
From the account menu, choose the data export. It downloads a complete copy of your Westara data in a standard format (GDPR export).
Activity, Closed and Dividends also export CSV files from those report pages. The Overview can also save a one-page Family snapshot as a PDF. The snapshot is a summary, not the full export.
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Related articles
- How do I clear data or delete my account? Under Profile → Security, in the Danger zone. Export your data first if you need a copy.
- How do I create PDF reports (Family snapshot)? On the Overview, tap Download family snapshot. Westara saves a one-page PDF. On phones that support it, you can also Share it directly.