• Exporting entities: Overview
  • Text Guide
    • Navigate to the Entities page
    • Exporting entities

Exporting entities: Overview

The list of entities along with their details can be exported to an excel sheet for further analysis. The export file is emailed to the registered Email ID of the logged in user, it can also be accessed in the My Exports section.


Navigate to the Entities page

1. Click on the Setup tab on the main menu

2. Select the Entities sub-tab from the options on the drop-down list

Export Entities

1. Click on the Export button

2. Click on OK on the confirmation screen

3. Log into the registered email account to view the exported file