Export Clients Filter
Answered
Export Clients Filter isn't pulling any data. See screen shot. I'm trying to pick only (1) filtered category '**rent schedule
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Official comment
Thanks for your post AG$!! Allow us to clear this up. This button under Filtered>Rows doesn't open filters in the pop-up window. Rather, this button applies the filters currently on your client screen (as in, the filters you had set before you clicked on the export button) to the current export. If you need to change filters at this point, you'll need to cancel, apply the filters to your client screen, then click export again and make sure the Filtered button is selected.
Thanks and let us know in a comment if you run into anything else!!
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Thanks i know how to pull filtered data HOWEVER I am only able to pull anything less than (70) clients, some cases (50). I have scenarios where I'll need to see (150) clients. In this case I do not need the whole client profile, only 5 items in the filter.
Please advise... if possible. Please let me know if you need video evidence.
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Thanks for clarifying AG$!
So what you are saying is that when you filter your rows and columns on the client screen, there are more than 150 rows (clients) but when you export with rows filtered, only 50-70 rows/clients are appearing on the export? Is that what is happening?0 -
It will NOT export anything that has more than 50-70 clients 'rows' (if that's how it's referred to) If i have less there's not issue. That's with ANY filtered item. FYI i'm using Chrome Incognito too.
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Hi AG$
This sounds like it could be a potential bug, I will be reaching out to you via email shortly so that we can get more information.0
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