Export a report to Excel

It is easy to export a report's table view to Excel format.

1) Navigate to "Report Center" in Upsales CRM and select a report.

2) Click the Excel icon to the right and download the file.

3) Open the file with Excel or any other spreadsheet software that support the Excel file format.


This feature might be useful if you would like to send a report to a colleague or create your own graph from the data.

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