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Export to Excel

00:00: It is now possible to export to Excel in Prodon Web.

00:04: Go to the appropriate management section where you need to perform the Excel export.

00:10: In this example, we will perform the export via the Transactions management section.

00:16: First, filter the list of clients or transactions that you wish to export to Excel.

00:22: Enter your search criteria in the desired field to refine the results.

00:28: Once your list is ready, click on the three dots to the right of the Add button.

00:33: Then select Export to access the available data export options. Choose the desired

00:39: format, either Excel or CSV.

00:43: Please note that the exported file will be accessible through your file explorer.

00:48: You can also choose from the list

00:49: what you want to export.

00:52: To do so,

00:52: check the items you wish to export.

00:56: Then, click on the three dots to access the export options.

01:01: Select Export, then choose the Excel or CSV format.

01:08: This concludes the tutorial on exporting to Excel in Prodon Web.