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.

report_export_en.png

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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