Vtiger Training: Export Any Data Using Detail Reports

Did you know you can export any data from your CRM using the Reports tool? This means that not only can you create a meaningful report, but you can save it to your computer.  Simply, decide what information you need from your Vtiger CRM and download it into a CSV file or Excel file.  

Vtiger 7 added a shortcut to Reports in the upper right-hand corner of every page.  In Vtiger 6, the Reports tool is located in the “All” Menu beneath the analytics category. 

Once you set-up your report, you can print or export it using the button in the upper right-hand corner. Learn how to set up a detail report in the video below.

How do you set-up a detail report?  Here is a step-by-step explanation about detail reports from Vtiger CRM: 

*Note: This is a video for Vtiger On Demand, not Vtiger Open Source, so there are a few small differences but the report process is the same.

Detail reports from Vtiger CRM on Vimeo.

Although they are similar, our next tips & tricks post will show why exporting in Reports is different from exporting in List View.
Contact us to learn more or for help with your Vtiger!
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