Export Datagrid/Smart tables view as CSV (Report)
Summary:
Empower users with enhanced reporting by allowing them to export their customized DataGrid views directly to a CSV (or other formats) file.
Intended Outcome:
Provide users with a flexible and powerful reporting tool. Users can tailor their reports by adding custom fields or specific data, which might not be available in the default CRM Reports.
This feature will enable users to quickly generate reports like 'All new contacts categorized as "commercial"' or "All overdue tasks assigned to User1".
How It Works:
After setting up their desired view/report in the DataGrid, users can simply click a button to download their current view as a CSV file.
Note to Customers:
Remember to upvote features that can enhance your experience with Formitize.
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Comments11
Keith Azzopardi
May 28, 2024
RELEASE UPDATE: COMING VERY SOON!
Great news! The ability to export DataGrid/Smart Table views as CSV files is in the final stages of validation and will be released soon. This feature will empower you with the data to generate the reports you need, using the reporting software you already use.
Stay tuned for the upcoming release, and remember to upvote features that can enhance your experience with Formitize!
Keith Azzopardi
May 30, 2024
Hi everyone,
Exciting news! The highly requested feature to export data from Smart Tables as CSV is now live. This enhancement empowers you with the data you need to generate customized reports directly from your Smart Tables.
Read the full release update here!
Thank you for your valuable feedback and support.
Termite Solutions South Coast
Sep 21, 2023
This would be great for printing customer account statements.
Currently, if a customer requests an account statement, we are downloading a CSV file from Reports → Invoices.
Then editing the file, removing / moving columns, sorting the data and putting our Logo and Information on the excel sheet.
Mal
Oct 2, 2023
Would be very valuable.
Maria Attard
Apr 10, 2024
This would be very helpful. I am currently trying to copy/paste from my quotes and invoices tables to an Excel spreadsheet. However I am picking up background data in this process. By being able to simply press a button to export a CSV file based on the vie I'm seeing would be extremely helpful.
Maria Attard
May 31, 2024
Thank you for completing this feature. This is a huge step forward that will help our company become more efficient. I have tested using this with good results, but still needing improvement. As you can see from my screenshot the order of the columns that I had in my Smart Table does not exactly match up on the exported file. All the information is there, its just that the order is incorrect
[deleted]
Sep 7, 2023
Keith Azzopardi
Sep 8, 2023
Hi @Good Job Services,
Thank you for bringing this to our attention. I apologize for the oversight. Regarding the items, specifically "Desktop Portal - In the Scheduler Section - Have the ability to Print (Printer or PDF) Daily/Weekly/Monthly View Job Snapshots", I've spoken with our development team. They've recommended managing this suggestion independently from the current card.
To address this, I will unmerge and create a separate card for this specific feature. Once done, I'll ensure you are correctly attributed as the contributor for that idea. Additionally, you'll have the opportunity to review the unmerged card, and if needed, provide further details or updates to better refine the suggestion.
Thank you for your understanding and for your valuable input!