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)