There are a few places in Systemize that you can export data. In the Job View, Accounts View, Contacts View, and Reports you can adjust the data with Filters and Display Fields and then press the Export Button to create a .csv file that can be opened in Excel. See Related Articles below for more on Filters.
- When you have a view that displays the information you want, click the Export button at the top of the page.
- Choose if you would like to export the Current Page only or All Pages and click Export.
- Your .csv file should automatically download and you can open it using Excel. You may see a link to the downloaded file displayed on screen, or check your Downloads folder on your computer.