LionCRM.IN

Reports & Excel Export

How to select a report and export its data to Excel

Step 1: Select the Report

Open Reports from the left menu and select the report you need. The example shown is Contact Details Report.

LionCRM report export step 1

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Step 2: Export to Excel

Review the available report filters, then click Export Excel at the top right to download the report.

LionCRM report export step 2

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Step 3: Open the Exported Report

Open the downloaded Excel file to view the report. The example shows the Contact Details Report with its exported columns and records.

LionCRM report export step 3

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Nissi Infotech · LionCRM.IN · Customer Help Guide