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Exporting Search Data

When using one of the search pages, like the customer or proposal searches, you're able to export your results. The data can be exported as a CSV file, that will be saved to your device. 

  1. On the desired search page (for ex: Customer search, User search, etc), use Filters to narrow down the results to your desired information. 

    SearchUserPage_Filters_GIF
  2. All columns that are active will be a part of the export, so make sure to check on/off the columns till you have the data you're looking for. 

    UserSearch_Columns2_GIF
  3. It is recommended that you change the Rows per Page to a higher number (like 100). This can be done in the bottom right. 
    1. This is because the export will only download the results of the page you're on. So, the more rows on the page, the more data per export. 
      UserSearch_RowsPerPage_GIF
  4. In the top left, click 'Export'.

    UserSearch_ExportButton
  5. If you have more than 100 results that you're exporting, move to the next page or results and export that (continue for all pages you're exporting). 

 

This process is different from running or scheduling reports as an Admin or Owner. Click the links below if you're interested in learning more about those processes: