The Reports Module provides an easy way to export data from the system. Users can export sales commissions, customer lists, and sales reports, and more.
To export data go to the Reports Module and select which category you would like to view. The following steps show you how to export a list of customer contact information:
- Click on Customers/Receivables.
- Under Customer Phone/Address List, click on Export.
Use the filters to select what information you want to see.
Click on View Report.
Once you are satisfied with the data in the report, click on the Save As icon and select the file format that your data will be exported into.
Some reports have versions that are specifically designed for exporting to Excel. These can be found by looking for the link that says Export, rather than Summary, Detail, or Generate.