Export

The Export section allows you to review the actions taken so far. They are generated from the part of the system dedicated to CRM management.


Download reports from system

When you start working on the platform, you can always check the reports generated by your Synerise profile. In order to see reports, go to Settings > Export.

Screenshot presenting configuring integration module in Synerise
Screenshot presenting configuring integration module in Synerise

Choose the report you want to download from your company platform. You can do it manually from the list of users or codes in the search box (magnifying glass in the upper right corner of the page).

  1. You will find the name of your report here.
  2. Check data from created reports.
  3. Progress sections shows us the status of reports created.
  4. If you want to download a report, click the download button on the right-hand menu.

FAQ

1. What kind of data does the reports downloaded in this section contain?

Reports downloaded from this section contain exported client attributes (email, name, surname, custom attributes, etc.).

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