How to Export Reports

The basic information of records can be exported using the download button on the CRM Records Page.

Steps

1. Click CRM in the left navigation menu.
2. Filter the records as desired.
3. Click the download button on the top right of the page.
4. Use the checkboxes on the left of the overlay to select and deselect the records that need to be exported.
5. Click ‘Export Selected’.
6. A CSV file will be downloaded to your computer that has all of the selected records’ basic information.