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Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
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- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
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- Introduction to Zapier
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- Linking your Workbooks Account to Zapier
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- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
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- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
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- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
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- Introduction to Reporting
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- Exporting Reports
- Advanced Reporting
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- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
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- Sagelink
- Introduction to Transaction Documents
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Exporting Reports
Last updated : 10/01/2019Reports can be exported from Workbooks into either an Excel or CSV format.
There are a few reasons why you may want to do this, among others:
- To be able to view the data in Excel.
- To share the data with people who do not have access to Workbooks.
- To be able to manipulate the data in whatever way you see fit, to then Import it back into Workbooks.
NOTE: Only CSV files can be imported into Workbooks.
How to Export Reports
First of all you will need the correct Capabilities and Permissions to be able to use the Export function. Once these are set up correctly, you will be able to see an Export button on any Report.
You will be given the option to Export into an Excel or CSV file.
Depending on your browser, this will automatically go into your Downloads folder and show within the browser that this has been downloaded.
Clicking on this will then open up the spreadsheet you have just exported.
