Export the report to an excel spreadsheet

Created by Rocky Webster, Modified on Thu, 10 Aug, 2023 at 4:02 PM by Rocky Webster

This feature allows you to export a report you have created to an excel spreadsheet. 

 

1 – Navigate to the Reports page.

 

2 – Run a report.

 

3 – Click on the  Export XLSX button.

 

 

 

4 – Client Voices will prompt you to choose a location to save the file to. 

 

5 – Open the saved XLSX to view your report.

 

 

 

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