Exporting your data is now easier than ever! With our new update, you can instantly export your list screens to Excel—customized exactly how you see them. Whether you want to share information, analyze trends, or simply keep a backup, exporting data in your preferred format is just a click away.



Quick Steps to Export Your List to Excel

  1. Navigate to Your List Screen

    • Open the module/screen containing the list of records you wish to export (e.g., Crew Members, Orders, Clients).

  2. Customize Your View (Optional)

    • Select which columns to display: Adjust columns to show only the data you want.

    • Reorder columns as desired: Drag and drop the columns to order them how you like.

    • Apply any relevant filters or sorts to further refine your list.

    • Click here to view how to customize views

  3. Find the Export Button

    • Look for the Export to Excel icon at the top right corner of the list.

  4. Export Your Data

    • Click the Export icon.

    • The system will generate an Excel file containing only the rows and columns you see, in the order you set.

  5. Download and Open

    • Locate the Excel (.xlsx) file in your downloads folder.

    • Open the file and review your customized data!

Pro Tips

  • Any filters or search criteria you apply will be honored in the exported Excel file.

  • Rearranged columns and hidden columns are reflected exactly as you see them—no surprises!