Consumer Evolution grids have options to export the information and use it outside the system.
The export can be done in Excel or PDF format.
Export a grid
- Enter the module that contains the information you wish to export.
- Locate the export option at the top of the grid.
- Select the appropriate format.
- Wait for the file to be generated.
[IMAGE: Grid showing the export menu with the options Export all to Excel and Export all to PDF]
Available formats
Export everything to Excel
Select Export all to Excel to generate an Excel file with the grid information.
This format facilitates the subsequent processing of data using spreadsheet tools.
Export everything to PDF
Select Export all to PDF to generate a PDF file with the grid information.
This format allows the information to be available in a document prepared for consultation or distribution.