Export all your contacts, accounts, opportunities, or custom apps' records on a single file (one file per app) or customize the information that the CSV file will include. It is especially important to do so if you are using custom fields and would like to add them to the export CSV.

User Permissions: Role-based restrictions.  If you are unable to export files, please reach out to your team's administrator.

In this tutorial, we will cover the following topics: 

1. CSV or PDF?
   • PDF Export
   • CSV Export
2. Simple Export
3. Export data based on Filters
4. Export data based on List Configuration
5. Export data based on Search
6. Export lines data in Apps with Lines
7. Schedule data exports

CSV or PDF?

Servis.ai allows you to export your data in two formats: CSV and PDF, each serving different purposes depending on your needs.

PDF Export

• Ideal for documents that need to be shared or printed in a fixed format.
• Difficult to modify, ensuring data integrity.
• Commonly used for reports, invoices, or official documentation.

CSV Export

• A plain text format best suited for data manipulation and analysis.
• Easily imported into spreadsheets and data analysis tools.
• Recommended when you need to process or analyze data in another program.

Simple Export

To do a simple export that will include the default information (enabled columns in the List View) for any App, click on the 'Export' icon to display the available options and then click 'Export CSV' or 'Print Report' for a PDF. 

The download will start as soon as you confirm that you wish to continue with the download, as it could take a few seconds.

Note: If you are unable to export data and have not received an error message, review the Privacy and security settings of your Chrome browser. Under the 'Cookies and other site data' section make sure 'Allow all cookies' is selected.

There are two options for modifying the information available on the export CSV: filters and list configurations.

Export Data Based on Filters

Filters are available on all the different views in Servis.ai: Rolodex, List, and Board. Apply filters to refine the data to export.

You will need to apply the filters each time you add or remove a filtering condition. It is possible to see which filters are active thanks to the filter pills.

Once you are done selecting the filters click on the 'Export and Print' button to display the available options and then click on 'Export CSV'.​​ The download will start as soon as you confirm that you wish to continue with the download, as it could take a few seconds. 

Note: Your CSV file will only include the information available on the view after applying the filters. 

Export Data Based on List Configuration

With this option, you can include or hide columns in the 'List View' and rearrange them, and they will be included in the CSV file. Click on 'Filters' and then select the 'Columns' tab to remove, add, or rearrange columns. 

Here you can select additional columns for your view and rearrange them by dragging and dropping them into the desired position. Only the selected columns will be included in the CSV file. 

Note: Combining filters and list configuration is also possible to further refine the information contained in the CSV export file. Save your View once you are done applying filters and changing the list configuration, this will save you time in the event you need to Export another CSV file. 

To learn more about Saved views, visit the following tutorial:
Saved Views.

Export Data Based on Search

 If you are looking to export data based on a quick search inside your apps, just type in the search box the keyword(s) and wait for the results to show on the screen.

Once the results are there, click on 'Export and Print' in the top right corner to display the available options and then click on 'Export CSV'. Your file will include only the records that match the search criteria.

Export lines data in Apps with Lines

If you export your data from an App with Lines, you will be presented with the option to export the content from Lines as well. All you have to do is click 'Export CSV'. You will have the opportunity to enable the 'Include Lines' checkbox. As soon as you click OK, the export process will begin. It might take a few minutes for the file to be ready. 

Schedule Data Exports

Admins can print a report on a schedule. From any Dashboard or View, use the same export button and select 'Schedule Report' Creating a scheduled report also provides you with more format options beyond just PDF and CSV. See the Schedule Reports article to know more about it.

Scheduled reports can run Now, One-Time, or Recurring. Recurrence can be Daily, Weekly, or Monthly. Monthly reports are always run on the 1st day of the month.

1. Name: This will default to the name of the View or Dashboard you choose. However, you can change the name to whatever you would like.

2. Report Type: decide the type of your report.

• Web: choose this option if you would like to download a local copy of the report to your hard drive. 
• Email: choosing this option will reveal the "recipients" field. Here you can choose who you would like to receive the report.

• File: If you select file the "File URL" field will appear. This is a great option if you would like to push your report to a server or to a third party tool like Power BI. 

• Alert: Alert reports automatically trigger automations that perform actions such as sending emails, creating tasks, and issuing notifications whenever records meet predefined conditions.

  When you choose Alert, a new field will appear that allows you to select the specific Automation you want the report to trigger. Schedule an Alert report from any View and when it runs, it will trigger the specified automation for each matching record.

3. Output: Choose the format you would like the report to be in.

• PDF
• CSV
• JSON

4. Frequency: You have multiple options of when you would like to generate your report and how often. 

Once your report has run you'll receive a notification letting you know the report is complete.