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SugarSugarCRMAdvancedExport

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USER MANUAL – SugarCRM Advanced Export<br />

Export List View Records<br />

• Once you have saved the changes, you can log into any of the assigned user’s account / admin<br />

account and navigate to Main Menu and choose any module from the above configured module.<br />

• Thereafter select the records which are to be exported, click on the dropdown button in the top<br />

row and choose from following options:<br />

• Export in Excel: To export the records in Excel or XLS format.<br />

• Export in CSV: To export the records in CSV format.<br />

• Export in PDF: To export the records in PDF format.<br />

• After choosing the option selected records will be exported in selected file format. The records will<br />

be downloaded as per the selected sorting of column in the records list.<br />

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