You can export data from most grid-style tables across Aiwyn when you have the required permissions, allowing you to download records for analysis, reporting, or external use.
Exporting Data From A Grid-Style Table
You can download data directly from most grid-style tables in the platform.
Navigate to a module that you want to export data from.
Data such as previous payments, recurring payments, draft invoices, projects, and more
Locate the Export button on the far right side of the table.
Select Export.
Choose a file format:
Excel
CSV
The exported file reflects the data currently available in the table at the time of download.