Do you need to export your data out of OneSoft? This guide will take you through the process step by step. 

Exporting data from OneSoft requires some rights given by your admin (see how) although the procedure of exporting is very easy. Tasks, attachments, connections, minutes or notes can't be exported through this function. Only the details and their content is exported to the Excel table.

Where can you find all your exports?

Every export can be found in Report section in left menu. These reports and exports can be only seen by you.

 

How to export data?

Step 1. Click on the export icon in the bottom part of the page. If you don't see the export icon, ask your administrator to assign the special rights required for exporting from this datasheet to your user role (see here).

Step 2. A new windows pops up with all the reports and exports. After the status changes to OK you can click on the export do dowload it.

And this is the result.

 

OR

 

Step 1. Open the menu to manage the list of items.

Step 2. Select "Run report"

Step 3. Choose "Export to xlsx".

If you don't see the option "export to xlsx", ask your administrator to assign the special rights required for exporting from this datasheet to your user role (see here).

Step 4. Finish exporting

You are done! Now download your exported file: