How to Use List Functions

Exporting Pages

Providers can export data from their provider account to an excel spreadsheet (.xlsx file).

To export a page, press EXPORT PAGE/EXPORT on the right of the screen.

The pages which you can export are:

• Customers
• Issues
• Jobs
• My Disbursements
• My Customer Invoices
• My Receipts
• My Transactions.
• My Languages
• My Users

Exporting specific information

If you would like to filter specific information, for instance, only correction (edit) invoices in My Customer Invoices, you can do so in two ways:

1. Enter your required information in the search bar, select the CUSTOMISE button, then press EXPORT (choose All entries matching the provided filters).

Note: The search bar is limited to the text stated in the bar. For the Customers search bar, you will only be able to search the Customer’s Surname, for instance (see above image). Searching for other fields, i.e., the customer’s email using this search bar will yield no results. Instead, follow option 2.

2. Select ‘CUSTOMISE’.