How Do I Export Data?

You may wish to export data from Gold-Vision, for example to produce a monthly sales report to review with your sales team, this can be done by creating a report, adding any additional fields you need and then exporting the data to CSV.

Export Data using Reports

Filter your data (see ‘Viewing and Searching Lists‘), select Report from the Views menu then Create Report.

Use the Details tab to name your Report and use the Fields tab to add or remove fields. Once you have saved your report you are then given the option to Export Data.


Tip: User defined reports can be copied and edited.

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