Is it possible to export data to Excel

Max Classic
1

Is it possible to export data to excel?

2

if you do a search for contacts, above the list on the top left is a checkbox.
Check that — will select all contacts.
Then, use the ‘actions’ dropdown
Choose ‘export’ and you can export to CSV or XLS.

Thanks,
Jeff

3

I did a search in view orders and there are two ‘action’ dropdowns neither of which shows any export options.

7D000A29FF7F4695B37F4A911390DA93.png
7D000A29FF7F4695B37F4A911390DA93.png708×1 82 Bytes

4

Ah … you never said ‘orders’ … you only said ’data’
My instructions were for Contact export.

When I got to ‘orders - view orders’ and click search, it brings up all my orders.
I can follow the same process.
My dropdown shows this:

Screen Shot 2021-07-12 at 3.57.48 PM.png
Screen Shot 2021-07-12 at 3.57.48 PM.png370×580 25.3 KB

If you don’t see all those options, check to see if you have ‘admin’ capabilities. It is possible your User Permissions don’t allow you to export anything.

Thanks,
Jeff