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Dashboard Grid Export to Excel
How to export your dashboard in Handle CRM.
Key things to know
- Dashboard Grouped Grid views can be exported as .csv files for reporting, presentation and analysis in external software applications like Excel
- Using both User and Location grouping allow you to roll up by either or both
- Dashboard Grids export as a CSV file that you can use that as you would like
How to export a dashboard grid
- Open up a dashboard
- Adjust the settings to put the dashboard to Grouped Grid view to export correctly
- (optional) Set the grid to group by User and Location
- Click the download icon in the top, right corner of your dashboard
- Open the downloaded .csv in your external application