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.

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