How to: Export data to Excel, Word or PDF
- Select the Module (Sales, Leasing, Property Management) and the required Zone (Unit, Contact, Lead, Activity) and click Search. This generates all Available Units. (Available unit data is exported to excel in this example).
- Click on Actions > Export and select the appropriate format. You can export it in 4 different formats PDF, Word, Excel and CSV (comma separated value).
- Unit data is now exported to Excel format.