Export Spreadsheets (CSV files)
- October 15, 2014
- New Features
Whenever you see Export Spreadsheet at the top right of a table, you can export the current rows below it, including filters and search terms.
The data is saved under the Exports tab as a CSV file which can be opened by any spreadsheet software (Excel, OpenOffice or Google Docs), or imported into software such as QuickBooks.
Reasons to export data:
- Analyze the data in Excel (e.g. reporting)
- Provide clients with data and reports
- Useful for payroll
- Import into programs like QuickBooks
- Format and print