Export Customers

What role/s can do this? All partner roles.

If needed you can export a .XLS file of your Customers so you can view details offline. It’s possible to both export a list of all Customers or apply filters and export specific Customers.

Export all Customers #

1. Navigate to Customers
2. Click Detail in the Actions column for the relevant customer
3. Click Download XLS

All customers will be exported into a .XLS file.

Export specific Customers #

1. Navigate to Customers
2. Click Detail in the Actions column for the relevant customer
3. Apply Filters to list the relevant customer/s
4. Click Download XLS

The filtered customers will be exported into a .XLS file.

Note: The export file will contain all the columns that are visible in the CDRs table. To change what data is exported, remove columns you don’t need to export.