How do I get a custom export?
A lot of data can be exported directly from our Clients Screen.
If you are unable to get the data you need from the main Clients Screen you can request a custom export to be made.
What can we export?
Note: Any field that uses the rich text editor (summary, engagements) will be exported with the HTML tags
Client Detail Page
- SuccessCycle Details - What cycles have been completed, what cycle(s) are currently being used. Task details (who completed the task and when it was completed)
- Client Summary
- Pulse - History with reason codes
- Manually Added Engagements (synced emails CAN be exported, but due to the rich text inserted by the email provider, the export comes out jumbled)
- Account Hierarchy
- Subscriptions - Forecasted subscriptions, active subscriptions, and renewed subscriptions
- Custom Field Values
- Pulse Summary Report
- Renewals Page
- Churn Report
Main Client Page
- All columns available (excluding Salesforce Fields) for all clients
How to Request
Please visit our Submit a Request page and provide the details of the report you'd like created. For a large report, please allow 4-5 business days for completion.