Export the orders list

Any list of orders you can see on the Orders list can go into a spreadsheet. The file matches your view: the same stage or status, the same filters and the same date range.

Before you start

You need the Can Export reports permission (company admins always have it). Without it, the export buttons don't show.

Export what's on the screen

1. 1Open Orders and set up the view you want — a stage, or the List with its filters.
2. 2Press Export this list at the right of the toolbar.

Your browser downloads orders.csv. It holds every order that matches, not only the 25 on the page.

Export only some orders

1. 1Tick the orders you want.
2. 2Press Action for selected items.
3. 3Press Export selected orders.

Export all orders in the same panel downloads everything the filters match, the same as Export this list. Its number shows how many orders that is.

What's in the file

One row per order, the newest move date first, with these columns:

Order #, Status, Customer, Phone, Email, LS (lead score), Branch, Move Type, Flags, Move Date, Location, Move Size, Storage Stage, Details (crew and trucks), Created, Last Updated, Source, Est. Quote, Sales Person and Tracking Campaign URL (the ad link the lead came from, when there is one).

Move types use your company's own names for them, and times are in your branch's time zone.

If something goes wrong

• "You do not have permission to export." — ask your admin for Can Export reports.