Tutorial: Export Custom Reports
Goal: Extract specific data sets from Zudello in CSV format for external analysis, reporting, or integration purposes.
Zudello holds valuable data about your business operations, but sometimes you need to extract specific information for deeper analysis in other tools, custom reporting, or integration with different systems. The Export feature allows you to define precisely what data you need, apply filters to narrow it down, and download it conveniently as a CSV file. You can even save your export settings as reusable templates.
This guide takes you on the journey of creating an export template, carefully selecting the data fields and filters you require, and finally running the export to download your customised data set.
Steps:
Let's start by creating a new export template.