OfficeRnD allows you to export different data from the Community module, such as reports, invoices, members, etc. The exported file will be in .CSV spreadsheet format.
To export data, navigate to the area containing the data you wish to export (e.g Members, Companies, Memberships, Users, Reports). If you wish to export only certain entries, select them by ticking the checkbox next to them as shown in the image below:
If there aren't any selected entries, the export will contain all relevant data.
Once you have chosen the entries you wish to export, press the export button in the top right corner:
Export Invoices Using Export Presets
Export presets can be used to export data from invoices in a specific format. Click here to learn more.
Once you have created the export preset you can use it to export data from invoices by navigating to Billing/Invoices.
- Select the invoices you wish to export and click on the export button.
- The new window that will open offers a couple of options.
- Then select 'Use an export preset' from the dropdown menu and select the preset that you wish to use.