Reports - Jobsite and Contact info export

Now you can download all your Jobsite and/or Contact information to an excel spreadsheet as well.  

To find these reports:

  1. Click the CRM | Reports menu
  2. Scroll down to find either the Jobsites Export or the Contacts Export reports
  3. Click Generate Report

Browsers will handle the spreadsheet in several different ways.  Microsoft Edge and Google Chrome will likely show the spreadsheet in a toolbar at the bottom.  Firefox and Safari may save the spreadsheet directly to your Downloads folder.   Your browser settings will determine where the file is downloaded.


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