Reports that export customer data to .csv or XML
PERMISSIONS Refer to Required Permission for each report
NAVIGATION Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.
Standard reports
Export organizations
| Required Permission | Security level with access to Reports > CRM category AND CRM > Feature Access > "Can Access Export features in CRM Section" permission |
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| Path | Left Navigation Menu > Reports > CRM tab > Exports |
| Description | Export selected Organization records to .csv. Optionally filter Organizations by territory. TIP If you need to export more than 50,000 records, we recommend that you run the report by territory. |
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Export organizations to XML
| Required Permission | Security level with access to Reports > CRM category AND CRM > Feature Access > "Can Access Export features in CRM Section" permission |
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| Path | Left Navigation Menu > Reports > CRM tab > Exports |
| Description | Export selected Organization records to XML. Optionally filter Organizations by territory. |
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Export contacts
| Required Permission | Security level with access to CRM |
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| Path | Left Navigation Menu > Reports > CRM > Exports |
| Description |
Export contacts to .csv, with many filtering options. The report can also be saved as an .html file. TIP This report is limited to 5,000 records. If you need to export more than 5,000 records, apply appropriate filters and run the report multiple times. |
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