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Frequently Asked Questions aero-right Records aero-right Export Records

Export Records

Records Updated on May 3, 2019

To export records of any module from your CRM account, you first have to create a report. You can create reports for all the available modules.

To Generate a Report follow the steps below:

  1. Log into your Benchmark CRM account.
  2. Click on the More Options icon  and select Reports.
  3. Now click on the Create Report button.

  4. Add the following details to create a report:
    • Name of the report (mandatory field)
    • Description of the report
    • Select the folder
    • The module of which the reports should be created
    • Select related modules (if any)
  5. Click the green checkbox when complete.
  6. Select the type of report 
    • Tabular format
    • Summary report
  7. Click the green checkbox when done.
  8. Customize the columns needed by moving them from available to selected fields.
  9. When done, click on the green checkbox.
  10. The Columns To Total page calculates the numeric field selected for generating reports. (*helps when generating reports on opportunities).Note: If there are no numeric field types in the modules used in the report, the above step can be skipped.
  11. Click on the green checkbox to generate the reports.
  12. This step is optional. The Conditions page allows adding conditions to focus your report to certain criteria. Click on the Add button to add Conditions.
  13. When done, click the green checkbox .
  14. Once the reports are generated, click the Export button and select an option:
    • Export to CSV
    • Export to Excel
    • Export to PDF

If you have any issues exporting records please contact our support team.

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