Export visits

You can download the visit information to a PDF file or the list of visits to an XLS file.

Export visit to PDF

1. Go to the Visits section and open a visit. If there are many, use filters.
2. Click and select Save results - the file will start downloading.
3. Open the file for viewing.

Export visits to XLS

1. Go to the tab Visits. If you need to download visits with certain parameters, use the filter.
2. Click Export - the download window will open.
3. Choose:
   • export type, for example "Visits" or "Presence of SKU";
   • columns for unload. By default, all columns are selected for export.
4. Click Start export - the system will start generating the file.

When the file is ready, the system will display a message about it. To download a file, click on his name.

Inside the Excel file, there will be 2 pages - a title page and columns with information.

If a file with the specified parameters needs to be uploaded regularly, create a template for uploading and configure an export schedule.

If you have any questions or problems, contact support.