Pulling Reports to Utilize Customer Data

2 Commentaires

  • Lawrence Nuanez

    We have been creating some great views. Is there is a generate an actual report that can be distributed from a view? maybe a CSV or other time of data extract? We get requests all the time from management such as 'can I get a list of all open high and urgent cases for customers X'. Easy to find the data. But I have not figured a way to share it easily. I'm sure I am just missing something simple. Any thoughts?




  • Pablo

    Hi Lawrence, you should have a CSV export option on your views. More on this topic in the following article : 

    Exporting a view to a CSV file



    Thanks !


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