To access Exports Tab:
- Click the “Reports” tab in the Navigation Bar.
- At the top of the page are tabs for each of the different report pages. Click on the “Exports” tab
To create an Export:
- Click “Create New” and choose between Companies, People, Deals, History or Activity depending on what type of Export you are interested in running
- Name your Export and add a description that will help you understand what that Export contains
- Customize your Export to pull the data you want by clicking into “Select Fields”
- You can select the fields you need to be pulled into your Export by clicking the checkboxes and excluding the fields you do not want
- You can select the fields you need to be pulled into your Export by clicking the checkboxes and excluding the fields you do not want
- Apply any necessary Filters so that your export is tailored to your specific needs
- For example, if you want to create a Export on the Deal sizes of your top clients, you could create a Deal Export and add a Filter for your “Tier A” group
- After you have selected your fields and applied Filters, click “Save” and your detailed Export has been successfully created.
You can edit the fields, name, and object type of an existing export from the export page.
To edit Exports:
- Click on the "Export Name"
- Click “Select Fields” and check off any additional fields you want to add or deselect existing fields
- Click "Save" to save your changes
To rename Exports:
- Click on the "Export Name"
- Change the name under "Title"
- Click "Save" to save your changes
To change the description of Exports:
- Click on the "Export Name"
- Change the description under "Description"
- Click "Save" to save your changes
To change the Filters:
- Click on the "Export Name"
- Select the "Filter" button
- Adjust the Filters accordingly
- Click "Apply Filters"
To learn more about using Filters and all of the Filter types, refer to the Filters article.
To delete an Exports:
- Check the box to the left of "Export Name"
- Click the "Delete" link in the top right corner of the page
You can easily download Exports to save or share with your team. To get started, navigate to Reports from the Navigation Menu.
To Export:
- Check the box to the left of the Export Name you want to export
- Click the "Export" link in the top right corner of the page
- Alternatively, click on the "Export Name" of the Export you want to export. This will take you to the Edit Exports page with a link to Download. Click "Download" to export your data
- The file will automatically be sent to your Email. Be sure to check your Spam inbox for the Export if you do not see it in your normal inbox
You will be emailed a CSV file with all of your data within the specified date range set by your Filters. This can take a few hours during peak times.
You can see all of your previously downloaded Exports by selecting the "Downloaded" tab.
Comments
0 comments
Please sign in to leave a comment.