Data Export

Data Export lets you export data from DocTypes to a CSV or an Excel format.

You can access data export via: Settings > Reports and Masters > Data Export or Type 'Data Export' in search bar

Data Export Navigation

How to use data export?

  1. Go to the Data Export DocType.

  2. Select the DocType whose data you want to export.

  3. Select the file format whether CSV or Excel.

  4. Select the fields to export, the red ones are mandatory.

  5. You can also add filters to select only specific data, for example, Outstanding amount = 10,000 for Sales Invoices.

  6. Click on Export to download the file.

Data Export Example

Last updated

Was this helpful?