Exporting grid contents to Excel
This guide has been reviewed against our global client base and classed as relevant to all regions
When information is shown in a grid, it can be exported to Microsoft Excel
Grid contents can be exported using standard or custom export methods:
Standard: allows you to export the information shown in the current grid
Custom: allows you to choose what information is exported, this might include all/some information shown in the grid, along with other related data currently not shown
If the information you require is already shown in a grid, then choosing to carry out a standard export from that grid is recommended - see steps 1 & 2 below
If not, then it is recommended to view a grid as close as possible to the information required, then carry out a custom export and add/edit the required columns - see steps 1 & 3+
A custom export is reliant on where the information is stored within database tables in AgencyCloud
For example, if you want to see properties that have had viewings in the last three months along with the applicants that viewed, this cannot be gained from a property report, as the related diary and applicant information is not held here - however, running a diary report would allow this information to be retrieved, as the diary table is where the required information is held
1. Accessing the export to Excel options From the required grid:
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2. Standard export
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3. Custom export When selecting to do a Custom export, choose which template type you need (if custom templates have already been created, the screen shown in step 7 will be displayed)
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4. Add/edit data included in export As the Create template from standard option was chosen in the previous step, standard columns for the report type are automatically shown the Excel Export Designer Use this screen to edit / remove / change column order shown, as well as add new columns
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5. Adding a new export column Merge codes are needed to pull the required information from the database From the Excel Export Designer (shown in step 6):
See Custom Excel export examples section below for ideas on exports that can be done including the related merge codes required
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6. Accessing custom Excel templates Once a custom Excel template has been created it will be available on all grids of the same type
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7. Edit/delete custom Excel templates To edit or delete any custom Excel templates created:
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Custom Excel export examples
Each section below outlines column headings and their associated merge codes which can be added to the Excel Export Designer to create a custom Excel template
All columns/codes shown could be added to the template, or just a selection, as required
Feefo exports
Currently there currently isn't an automated process for providing Feefo data - where a Feefo export is required, the following reports should be set-upÂ
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