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Export your records

As a pro customers you can export your records as excel or word

Dan Smith avatar
Written by Dan Smith
Updated over a month ago

Why

To enable efficient exporting of records, allowing users to share and analyse data outside the system with ease.


Goal

By using the export function, users can organise and customise the data to meet specific needs, ensuring accurate and relevant information is readily available for decision-making, presentations, and client updates. This capability enhances flexibility and maximises the value of stored records.


Export your disposals

Filter the results you want to export then click "Export"

Select the output option and export

Helpful Information: For spreadsheet exports you are able to select the columns and order they should be exported.

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