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There are two ways you can export a cardfile report to a spreadsheet.
1.With the cardfile open, select the cardfile report in the ribbon, then select Print. In the Print dialog box, change to Export and select the Xlsx Report File in the Type field. This can then be saved locally.
2.With the cardfile open, select the Job report in the ribbon, then select the Excel icon beside it. This will show each report pipeline in a separate sheet, ie. Cardfile, Contacts, etc.
Further information
CardFile Security
User Security
CardFiles at a Glance
CardFile Header
CardFile Footer Tabs
CardFile List
Time Sheets
Timers and Labour
Add a CardFile
View or Edit a CardFile
Quick Add CardFile
CardFile Merging & Deleting
Reassign Users and Account Managers
Reassign Prior to Today
CardFile Contact Types
Auto Postcode/Suburb Lookup
CardFile Preview Pane
CardFile Reports
CardFile Types
Add Prospect CardFile
Add CardFiles to Groups
Add/Update Contact Details
Add/Update Customer Details
Add Customer-Specific Reports
Add Documents to CardFiles
Add Groups to a CardFile
Add Mulitple CardFiles
Add Vendor Details
Add/Update User
Accountant Login
Browse for a CardFile
Bulk Update CardFiles with BPAY Ref
Deactivate CardFiles
Email from CardFile List
Export Email Contact Report
Make Prepayments/Refunds
Set up Overseas Customer
Update Multiple CardFiles
View CardFile Transactions
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