Data export

It’s very easy to share a CSV of a subset of users or actions, for example all your users who live in Detroit, or all the sales that you completed in the past 30 days.

To export a list of users

1. From User Reports, create a Smart List that contains the people you wish to export.

2. From the Actions tab in User Reports, select “Export” from the Actions dropdown menu

3. Give a name for the CSV

4. Options: You can chose to include only the fields that were displayed in the Smart List, or all profile fields.

5. Click Export

 

To export a list of actions

1. From User Reports, create a Smart List that contains actions you wish to export.

2. From the Actions tab in User Reports, select “Export” from the Actions dropdown menu

3. Give a name for the CSV

4. Options: You can chose to include only the fields that were displayed in the Smart List, or all profile fields.

5. IMPORTANT: Check the checkbox above Actions in the Smart List below the Export dialog (same applies to Users checkbox if you want to include the User data as well)

6. Each Action will have its own Row. Presspoint treats each Item in a transaction as its own line item

7. Click Export.

 

support-export-action

The resulting CSV will contain all the details of the product, as well as the profile details of the person associated with the action.

excel-export

 

 

 

 

Cancel