Data Export
Securely extract data for external use.
| Step | Action | Description |
|---|---|---|
| 1. Select Data Source | Choose Entity | Go to Work Orders, Customers, Invoices, or other module containing desired data. |
| 2. Filter Records | Refine the Export Set | Apply filters to include only desired records (e.g., last fiscal quarter invoices). |
| 3. Choose Format | Select File Type | Select CSV for spreadsheets/BI tools or PDF for static records. |
| 4. Initiate Export | Start Download | Click 'Export Data' to process and download (or receive via email). |
| 5. Schedule Recurring Exports | Set Up Automation | Configure weekly/monthly scheduled report generation and delivery. |