Exporting customer query data to a CSV file

If you have customer query data you would like to work with in a spreadsheet you can export the data as a CSV file, allowing you to open it in Excel or other spreadsheet editor.

  1. In the Data Entry main window click Reporting and then select Customer Queries to open the Customer Queries window.
  2. Under Constraints select the data you wish to search by. You can search by multiple constraints.
  3. Select the parameters for each constraint selected.
  4. Click the Review Query button to run the report.
  5. Under Save Results, click Export All Data to CSV File.
  6. Select a location to save the file and click Save. This will create a file with complete customer data for the query you selected.
  7. Click Close to exit the Customer Queries window.




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