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Printing and Exporting Data

This article covers how to export or print data from your PlayMaker CRM account. The same process can be followed for Accounts, Contacts and Referrals. Additionally, for those users who have access to TargetWatch, this article will cover how to export or print data from TargetWatch.

Note: Not all users will have the ability to print or export data. Exporting and printing data can be restricted based on user role by your company's PlayMaker CRM account administrator. If a user's role does not grant them export or print capabilities, the options will not be displayed. If the export or print options are not visible, a manager or administrator may be able to provide that data, or an administrator may be able to enable these functions for all users of a specific role. PlayMaker CRM Support can not enable this feature or provide data exports to users.

Exporting or Printing Accounts, Contacts & Referrals

Exporting and printing function the same way for each of the three primary sets of data of a PlayMaker CRM account.

The links for exporting or printing show above the far right columns of the data table that is presently being viewed (see below).

The Export feature will prompt a download of a .csv (comma separated values) file, which can be opened in Excel.

The Print feature will show a print view, which can have the number of displayed records modified for the user's preference. Once satisfied with the preview, users can send directly to their printer.

Tips:

  • Exporting or printing will only show the data from the current view that is being used (such as All Accounts or My Contacts). Refining the data may make it more relevant, so users may want to create custom views. To learn more about views, click here.
  • Users may experience circumstances where they only see data of accounts, contacts, or referrals for which they are an assigned Shared Owner. If users aren't seeing the data that they want, it is suggested that they check both the Shared Owner of the desired records, as well as check the filters on their view. 
  • Exporting data is presently capped at 6,000 records. For larger exports, data will need to be exported in smaller chunks.

Exporting or Printing TargetWatch Data

In TargetWatch, the options to export or print are in a different location. Instead of being above the far right of the data table, the buttons reside above the middle of the table, next to the Target or Edit Target button (see below).

The Export feature will prompt a download of a .csv (comma separated values) file, which can be opened in Excel.

The Print feature will show a print preview that users can send directly to their printer.

 

 

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