Exporting Reports

Efficiently export your reports in various formats and customize the data to suit your needs.

Exporting Reports

Every section within the system comes with an Export functionality, allowing you to easily download reports in a format that suits your needs. Whether you are tracking customer tokens, monitoring activities, or analyzing data, the export feature ensures that you can access and share information offline.

The Export feature provides multiple formats for your reports, including Excel and CSV. You can also customize your exported data by selecting specific columns, renaming them, and applying filters for a more refined export.

Key functionalities include:

  • Column Selection: Choose which columns to include in the exported report. You can select or deselect specific columns to tailor the export to your needs.
  • Column Renaming: Modify column names directly within the export settings for clarity, customization, or compliance with your organization’s terminology.
  • Export Formats: Download reports in either Excel (.xlsx) or CSV (.csv) formats to ensure compatibility with various tools and systems.

How to Export

  1. Select Columns: Choose which columns you want to display and export.
  2. Rename Columns: If needed, you can rename columns to better suit your data or preferences.
  3. Apply Filters: If necessary, apply filters to refine your report data before exporting.
  4. Export Format: Choose the format—Excel or CSV—that suits your needs.
  5. Download: Click the Export button to download the report.

Export Interface

Data Security:

Always ensure that sensitive data is handled securely when exporting reports to maintain privacy and compliance.