Exporting Client Data
Admins can export client data to .XLS / .CSV files by choosing a saved filter within a selected module [1.1.].
For more information, see: Filters
After loading it, click on the [Export] > Excel option [1.2.]. Then the browser offers the option of opening it in Excel or downloading it as .XLS or .CSV file (depending on the amount of data).
If you click on the Grid view icon [1.3.], only those data (columns) will be exported to .XLS or .CSV file that were filtered by Adding fields. However, if you select the List view [1.4.], all data (field, company data, default contacts and default company address) will be exported that can be found on cards filtered by the loaded filter.
“(Company) data shown in pictures were only created for testing.”