Exporting Reports as Excel Files

 

Exporting from the Ceterus app is simple and easy to do. We allow you to export a number of files to share with your partners and team members as you grow your business. A list of what files can be exported are found below with directions on where they are located:

How to Export

    1. Click on the blue downward arrow located on the top toolbar of the report
    2. This will download the information into an excel file to your desktop

 Note

When you open the download for the first time, it may be in “protected view”. To view all the data, you must select the “Enable Editing” button to populate. Otherwise, the file may appear blank. Once you've selected this, you can save the file to your desktop.

More Questions? Email Ceterus Support

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