Customer Master - Export to Excel

Top  Previous  Next

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.

 

         


 

Related Topics

Supplier master export to excel

 

Chart of accounts export to excel

 

 

Watch all videos:

Realtimme Training Portal

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