Watch the Step-by-Step Video
For a visual guide, watch this video:
Can I export my data to excel?
From the TrueRev dashboard, go to the Reports tab.
Select the Report that you need.
Once the report is open, set the Start date and End date. You can also change the report data according to your desired format by changing the information for the Period, View, Tags, Auto-renewal. Use the dropdown for each information to select.
Once the report is set, click the “Export to Excel” button.