Export Datagrid/Smart tables view as CSV, Excel & PDF (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.