Customer Master - Export to Excel

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If you need to export your customer  listing (or any reports in Realtimme cloud),  to excel format , follow the steps below.

Note : Not all fields will be included in the exported excel file. Please ask for a separate quote from  if you need other fields to be included

For illustration purpose, we use Customer master listing report to export to excel


At [Setup], select [Customer Master]

 Follow the steps in [1] to [3]



Follow the steps from [4] to [7] below


         At your [Document] folder, you should be able to see your customer profile in excel format.




Related Topics

Supplier master export to excel


Chart of accounts export to excel



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