Exporting Data¶

Several pages in Customer Manager allow you to export data in multiple formats. Export buttons appear in the toolbar above data tables when export is available.

Export Formats¶

Excel¶

Downloads the data as an .xlsx Excel spreadsheet. This is the most common format for working with data in Microsoft Excel or compatible applications.

Available on: Logged Packages, Client List, Shipment Details (Packages tab)

Excel Customs¶

Downloads the data in a special customs-compliant Excel format. This format is tailored for customs declarations and regulatory reporting.

Available on: Logged Packages

CSV¶

Downloads the data as a .csv (comma-separated values) file. CSV files can be opened in Excel, Google Sheets, or any text editor.

Available on: Logged Packages, Client List, Shipment Details (Packages tab)

Print¶

Opens your browser's print dialog, allowing you to print the data directly or save it as a PDF through your browser's "Save as PDF" print option.

Available on: Logged Packages, Client List, Shipment Details (Packages tab)

PDF¶

Downloads the data as a .pdf document suitable for sharing or archiving.

Available on: Client List

Tips¶

Tip

Apply filters before exporting to include only the data you need.
The export includes all data matching your current filters, not just what is visible on the current page.
For very large datasets, CSV format may be faster to generate than Excel.