Export

The Export feature in AgentFront CRM enables users to extract case data based on its creation date. This functionality ensures that only relevant records within a specified time period are included in the exported file, making reporting and data analysis more efficient.

1. Sign in to AgentFront CRM.
2. From the top menu, select CASES.
3. In the top-right corner of the screen, click the Export button.
   

   

4. A pop-up window will appear displaying the available export options.
5. From the pop-up, select the Period for which you want to export data. The following options are available:
   • Last 10 days – Exports case records created within the last 10 days from the current date
   • Last 30 days – Exports case records created during the past 30 days
   • Current month – Exports all case records created in the current calendar month.
   • Date Range – Allows you to manually select a custom start date and end date
     • The selected date range must not exceed 90 days
     • Data will be exported only for records created within the chosen range
6. After selecting the desired option, click the Export button to proceed.
7. The system will process your request and generate the export file.
8. The exported data will be downloaded as a CSV file and saved to designated download location.
   

   

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