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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 billing@realtimme.net 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.
http://realtimme.cloudapp.net/basic/index.html?Cust_Export_to_Excel.htm
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