The article outlines the steps to export views/Tabs or search results in Sync ERP.

For more information on Searching in Sync click here.

 

FOLLOW STEPS BELOW:

 

1. Open Tab/ Search and refine your parameters

2. Click export to export only the current page or click the downward arrow and click full export to export all search results.

3. Choose the document type you want to save to

4. Edit the file name & location as required

5. Click Save

6. If given the option you can choose to open exported file otherwise open from your saved document's location


If full export is selected please note that this will be sent to the email linked to your Sync user account as a compressed excel file. The full export feature is permission controlled if you require access please log a ticket with Sync support requesting access to this permission.


 

NB. For a quick tutorial watch below