Any available data across ERP can be exported in the system . .
This action can only be performed by these following roles:
- Anyone who has access to ERP
...
To be filter specifically the data , Advanced Search (search button)
...
can be used
- 1. Go to the specific module (e.g CRM) > in Advanced search, filter the data that you need to be export.
...
Add all the fields that you need to be export in your report.
Bulk Data Exporting.
Note: You can save the field list so you can use it next you need the same report. There is case ERP that can't export bulk data.