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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

If you need a report from ERP, you can export it using the To filter specific data , Advanced Search (search button) See the example procedure below.

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can be used

  • 1. Go to the specific module (e.g CRM) > in  Advanced search, filter the data that you need to be export.

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  • Click on return number field and select unlimited > Use the More function > Export the fields you want

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  • Add all the fields that you need to be export in your report. Bulk Data Exporting.

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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.