Exporting Data

Export data directly from any table (contacts, projects, finances, etc.) to streamline reporting and backup.

What you can do

• Export to CSV with current filters and columns
• Select specific data sets for report customization

How to export data

1. Navigate to the target table (e.g., Contacts, Projects, Payments)
2. Apply filters as needed
3. Click Export or Download CSV
4. Save the file

Best practice Always check filters and visible columns before exporting to tailor your data output to the audience or report purpose.

Related guides

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