Exporting a Report

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We live in an evolving world of technology which seems to incorporate new and innovative ways of automating your business on an ongoing basis. Though exporting isn’t a new term for all, it’s a feature we get asked about quite a bit, the commonly used reasonings are:

  • To have a hard copy of leads and sales
  • Be able to store data to a computer or to a USB Drive.
  • To move data from Spotio to a CRM or an internal used system

For Paid SPOTIO Accounts

Before we go any further, if you are not seeing the export button when you are looking at your report screen you will need to get with your account administrator, as your account is not set up with the ability to share or export reports.

First things first, you'll want to create a new report, remove any unnecessary report fields and add in your desired filters (if any). Once you've created a report of the data you're looking to have exported, than from your category bar click on "Export". You will immediately receive a prompt to download and save the file, so you'll want to ensure you've enabled pop-ups.

Here’s a look on how you can export your data:

 

 

For Free, Mobile Only SPOTIO Accounts

If you are on the Free Mobile Only version of the SPOTIO Legacy app you can export up to 150 of your pins by following the instructions in the screens below.

 

Step 1: In the App Menu click on Settings:

Screenshot_20201102-172508_Spotio.jpg

 

Step 2: Click "Email Report" and you will receive an email with a .csv file of your leads.  If you have over 150 leads in your account you will receive the most recent 150.

Screenshot_20201102-172519_Spotio.jpg

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  • I try to follow the export of the leads to email the report but do not receive any report or attachment.

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