Exporting

Aurea CRM web allows you to export records in various formats such as Excel or PDF files.

Note: Your administrator is responsible for determining which export formats are available in which views and info areas.

Examples:

  • Microsoft Excel (current page)
  • Microsoft Excel (all records)
  • Microsoft Word
  • HTML (corresponds to a web-based print preview)
  • PDF (the document cannot be edited).

All fields (including empty fields) are exported.

Exporting from Tab View

You can export the data displayed in tab view in some info areas. The following options are available to export data:

  • Click an export button, e.g. (Microsoft Excel).
  • Click on a button used to generate a predefined report, e.g. the Customer Fact Sheet button in the tab view of a company.

Exporting from a List

When exporting data from a list, only those records displayed in the list are exported, with the exception of the Export all options for MS Excel and CSV files. If 50 records are displayed in the list, the export file thus contains these 50 records.

If you mark one or more records in a list and click on an export button, only the marked records are exported. If no record are marked, all records are exported.

To export data in a list:

  1. Search for the records you want, e.g. all companies in Austria.
  2. The default export functions are available by clicking on .
  3. Click on and select the desired option, e.g. (Export (MS Excel).
  4. Save the file.
  5. Enter a name for the file and choose the desired directory to save it in.
  6. Click Save.

    The records are exported to the file.