How do I export information to Excel or Word

Start by clicking on Custom View under the relevant option (owners, properties, tenants or suppliers).

If you don't have an existing view, create one with all the relevant information that you need to export. Eg.Owner First Name, Owner Surname, Owner Phone Number etc.

If you have one ready to use, click on the custom view and 'preview' your list. Be sure to tick all the entries you need before clicking on 'more' and exporting your list to Excel.

All of our Owner/ Property and Tenant Reports are now all available to be exported to Excel. To do this just click the dropdown next to the Generate Button and select the option "Export to Excel"




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