How to export my data to Excel.

You may wish to export all of your data to Excel. To do so please follow the guidance below:

Exporting client/contact data:-

  1. Click on the Config menu (you need to be a superuser to do this).
  2. Click on System options.
  3. Click on the Export client data tab.
  4. Click on the Spreadsheet icon to export your current client data.

Exporting jobs data:

  1. Click on the workflows menu.
  2. Click on (for example) Accounts jobs.
  3. Click on reset filters to ensure you have no filters set.
  4. If you wish to include completed jobs in your export change the Status filter to All (Inc. Comp).
  5. Towards the bottom left corner of the results click on Show All.
  6. Click on the Excel icon to export the results.

If you wish to export other data you will generally find that all tables of data presented in Glide generally include a similar Excel export option towards the bottom left corner.

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