This article shows how to export client data and purchase transaction history. This allows you to build custom reports and also facilitate the import of data into different software systems, such as accountancy software.
Go to Manager > Business > CSV Export.
Click + New Export > Set a date range for your export and select an export format from the dropdown menu.
Once you're happy with your selection, click OK to start your export. Initially, the Status changes to Running.
Typically the export is completed within 15mins. However, larger exports over a long date range can take up to 1 hour, depending on how much data is included in the export, so feel free to continue using Phorest. You can return to this screen later to check on the status.
Once your export is ready, the status will change to Done and a download icon will appear. Click the download icon to download your export.
The export can then be used to import into the Accountancy/CRM package of your choice and also used to create custom reports (with the assistance of your Developer/IT professional).
Note: Because of the sensitive nature of the data being exported, we would recommend you limit staff access to the Business section of the software. To find out more about limiting Access permissions, check out this guide.
For more information on other Phorest reports and exports, check out this guide.