Reports - Exporting Fields from SAC 360º Service Records

This feature is available exclusively on the plans Growth and Enterprise.

Data Export Process

Exporting reports is a common feature in modern dashboards, such as those that use CRM or customer service tools. Let's detail the export process based on the examples presented:

1. Access the Export Area:

   • Click on the report name.

   

   • In the dashboard interface, locate the "Data" or "Reports" section.

   

   • Click the "Export" button, usually available at the bottom or top corner of the data table.

2. Field Selection:

   • A menu will be displayed with a list of available fields, such as First name, Responsible party, Department, Status, among others.

   • Check only the fields needed for the report. This helps reduce irrelevant information.

   • You can also select all options

   
3. Format Selection:

   • Common export formats are .xlsx (Excel) and .csv (comma-separated values).

   • Choose the format based on the report's future use. .xlsx files are better suited for spreadsheet manipulation, while .csv is ideal for integration with systems or software.

   
4. Execution and Download:

   • Click "Export". The system will generate the file based on the selected fields and make it available for download.

   • Check the downloaded file to confirm that all exported information is correct.