Export Reports

Export Reports

You can export the report data in to XLS, CSV, PDF and HTML formats, which can be used for further data analysis purpose.

To export reports

  1. Click the Reports tab.
  2. In the Reports Home page, select the report from the required module.
    For example, Lead by Source from the Leads module.
  3. In the report page, click Export and select one of the following options:
    • Export to Excel: To save the report
      in .
      XLS format
    • Export to CSV: To save the report in CSV format
    • Export to PDF: To export the report in PDF

Note:

  • A maximum of 2000 records will be listed on a page. You can use the navigation options to view others pages.
  • You will be able to export up to 20000 records per page (only in CSV format), in each export. This feature is subject to the following conditions.
    • You will be able to export a maximum of 5 reports of 20000 records each per day.
    • You cannot export the same report (of 20000 records) twice in a day. If you are attempting to export the same report the second time, you will be able to export it only as 2000 records/page and not 20000 as a single bunch.

    • Related Articles

    • What are the different types of reports that are available?

      Tabular Report, Summary Report and Matrix Report are the different types of reports available in Nonprofit Vertical CRM.  The Tabular Report displays data without any subtotals. You can use this type of report to create contact mailing lists, a ...

    • How can I create reports and share them with other users?

      You can share reports in Zoho CRM in two different ways. Exporting and sharing them with users - Each report can be exported as Excel, CSV or PDF files. Creating a report's folder with the report and sharing the folder with users - The report folders ...

    • Can I export certain selected records from Nonprofit Vertical CRM?

      No. Currently you can't export certain selected records from Nonprofit Vertical CRM. However, you can create a report based on criteria (your requirement) and export the report.

    • Exporting Nonprofit Vertical CRM Data

      Export Module Data The Export Data feature allows you to export data (in CSV format) from individual CRM modules. After exporting the data, you can further validate or store the data in your own server(s). Note: Module refers to the different tabs. ...

    • Nonprofit Vertical CRM Common Operations

      How Can I... · Navigate Records · Search Records · Create Records · Create Records Individually · Import Records · Capture Records from Website (Using Web-to-record Form) · Export Records · Print Records · Restore Deleted Records · Merge Duplicate ...