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Export Document Builder

Export data in 1,2,3 as an external manager

Export Document Builder

Export data in 1,2,3 as an external manager

Updated over a year ago

If you would like to export data from your environment, you can use the 'Export document builder'.

The export document builder will then appear as a popup. This allows you to build your own export document as desired.

You select the box of the data you wish to export. In addition, you can sort these data in the order you wish to keep.

After you are satisfied with your selection and order, all you have to do is select the type of document you want to export. You can export the document in EXCEL, PDF or CSV.

Crewtip! Avoid using numbers in the names of open fields. This can lead to errors or malfunctions with your exports.

We hope this article has helped you!

If you still have questions, take a look at our Crew Academy first. You might find the answer in one of our articles.

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