filters

Export Filters

Date Range Filter

Export only records within a specific time period.

Options:

  • Start Date - First date to include (inclusive)
  • End Date - Last date to include (inclusive)
  • Date Field - Which date to filter on
    • Created Date - When the record was added
    • Scheduled Date - For appointments
    • Completed Date - When finished
    • Invoice Date - For billing

Example: Export all orders from January 2024

  • Field: Scheduled Date
  • Start: 2024-01-01
  • End: 2024-01-31

Status Filter

Export only records with specific statuses.

Options:

  • Select one or multiple statuses
  • Available statuses depend on export type

Common Statuses:

  • Orders: Pending, In Progress, Completed, Cancelled
  • Companies: Active, Inactive, Prospect
  • Invoices: Draft, Sent, Paid, Overdue

Example: Export only completed orders

  • Select: Completed only

Field Selection

Choose which columns to include in your export file.

Tips:

  • Default fields are pre-selected (most commonly needed)
  • Uncheck fields you don't need
  • Click "Select All" to include every field
  • Fields appear in the order shown

Common Field Sets:

Contact List:

  • Name, Email, Phone, Address

Financial Report:

  • Invoice Number, Date, Amount, Status, Company

Compliance Export:

  • All fields (for complete records)