Workflow

Date periods and filename rules

Date periods and filename rules: Export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.

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10 guides
Category

CSV Export Manager

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Export all-time data

Select All Time to remove the date filter.

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Export this month

Select This Month to use the first and last day of the current month.

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Export last month

Select Last Month to use the previous calendar month.

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Export this year

Select This Year to use 1 January through 31 December of the current year.

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Understand the Last Year period defect

Recognise that supplied code uses the same month last year rather than the complete prior calendar year.

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Export the last three months

Select Last 3 Months to include the current month and previous two months.

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Export the last six months

Select Last 6 Months to include the current month and previous five months.

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Export the last twelve months

Select Last 12 Months to include the current month and previous eleven months.

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Export a custom date range

Select Custom and complete Start Date and Stop Date.

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