DocumentationAnalytics & ReportsExport Data
    Analytics & Reports

    Export Data

    Export your data in multiple formats (CSV, Excel, PDF) for analysis, reporting, or integration with other tools.

    5 minutes
    All Levels
    01

    Choose Data to Export

    Select which data you want to export from your platform.

    • Navigate to the section you want to export (Inventory, Leads, Sales, etc.)
    • View the data table with all available records
    • Apply filters to narrow down specific data
    • Select individual records or use 'Select All'
    02

    Apply Filters (Optional)

    Refine your export by filtering data based on specific criteria.

    • Filter by date range for time-specific data
    • Filter by status (Active, Sold, Pending)
    • Filter by category, price range, or vehicle type
    • Use advanced filters for complex queries
    • Save filter presets for future use
    03

    Select Export Format

    Choose the file format that best suits your needs.

    • CSV - For spreadsheet applications (Excel, Google Sheets)
    • Excel (XLSX) - With formatting and multiple sheets
    • PDF - For presentations and printing
    • JSON - For developers and API integration
    04

    Configure Export Settings

    Customize what columns and data to include in your export.

    • Select which columns to include/exclude
    • Choose column order and naming
    • Include or exclude images and attachments
    • Set date format preferences
    • Configure number formatting (currency, decimals)
    05

    Download & Save

    Generate and download your export file.

    • Click 'Export' to generate the file
    • Download will start automatically
    • Large exports may be emailed to you
    • Access export history for re-downloads
    • Share exports with team members

    What You Can Export

    Inventory Data

    Export all vehicle listings with details, pricing, and status

    CSV, Excel, PDF

    Sales Reports

    Export sales transactions, revenue data, and performance metrics

    CSV, Excel, PDF

    Lead Information

    Export customer leads with contact details and interaction history

    CSV, Excel

    Activity Logs

    Export user activity, system logs, and audit trails

    CSV, JSON

    Financial Records

    Export invoices, payments, and financial transactions

    Excel, PDF

    Email Campaign Data

    Export email lists, campaign stats, and engagement metrics

    CSV, Excel

    Export Features

    Export up to 10,000 records at once
    Scheduled automated exports (daily, weekly, monthly)
    Custom column selection and ordering
    Multiple file format support
    Bulk export for multiple data types
    Export history and re-download capability
    Email delivery for large files
    Encrypted exports for sensitive data
    API access for automated exports
    Export templates for recurring needs

    Supported File Formats

    📄

    CSV

    Universal spreadsheet format, works with any tool

    📊

    Excel (XLSX)

    Full Excel support with formatting and formulas

    📕

    PDF

    Professional reports for sharing and printing

    💻

    JSON

    Developer-friendly format for API integration

    Scheduled Automated Exports

    Set up recurring exports that automatically generate and email to you:

    • Daily Inventory Updates - Every morning at 8 AM
    • Weekly Sales Report - Every Monday
    • Monthly Financial Summary - First day of month
    • Custom Schedule - Choose your own frequency
    💡

    Pro Tip

    Use CSV format for maximum compatibility when sharing with others. Excel format is best when you need to preserve formatting, formulas, or work with multiple sheets. PDF is ideal for professional reports that shouldn't be edited.

    Related Documentation

    Need Help with Exports?

    Having trouble exporting data? Our team can assist with custom export requirements and integrations.

    Contact Support