How to Export Data

Data Export Overview

Export availability depends on the module and your permissions. Smart Business 360 supports verified file exports from specific screens — this article lists only confirmed mechanisms.

Who Can Export Data

Export actions require appropriate module permissions. Some roles include an explicit CanExport flag. If export buttons are missing, ask an administrator to review role permissions.

Roles & Permissions

Opening the Relevant Module

Navigate to the module that owns the data — CRM lists, Custom Reports, AI Assistant results, or Project tasks — before exporting.

Selecting Data

Apply list filters (status, date, company, search) so the on-screen result set is what you intend to export.

Applying Filters

Custom Reports: choose module, fields, date range, status, and department before running or exporting. CRM lists: filter before clicking export.

Selecting Export

Look for Export, Export to Excel, or format options on the screen. Custom Reports exposes an export format parameter.

Choosing Available Export Format(s)

Completing the Export

1. Set filters on the source screen.
2. Click the export action.
3. Wait for the browser download (or follow any on-screen message for Custom Reports).
4. Open the file locally to verify row counts and columns.

Verifying Exported Data

Compare record counts with the filtered list in the app. For financial figures, reconcile exports with posted reports rather than dashboard tiles.

Common Export Problems

• Export to Excel/PDF not implemented — Custom Reports shows an info message; use CSV instead.
• Empty file — filters excluded all rows.
• Access denied — missing export or module permission.
• Wrong company — super-admins must select the correct company context.

Troubleshooting

• Confirm you are in the correct company context.
• Verify your role includes permissions for this module.
• Refresh and retry. If the issue persists, contact support with the screen URL.

FAQ

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