Export all data from CRM to Excel.

Question

Export all data from CRM to Excel. 
 I have full admin rights, I believe, but do not see the option to export. I have found some strings that say where this should be and I don't see this option where it is supposed to me. 
 Does this have anything to do with how our integrator set things up? 
 I simply need to export everything. Please help.

Sage CRM · Answer

Hi Blake 
 See: https://help.sagecrm.com/on_premise/en/2022R2/Administration/Content/Administrator/DR_DocReportSettings.htm 
 Make sure that your system has configured "Export to file available on search / groups" to allow export by users. 
 In Advanced Find, Search and Group result screens you would then see a button "Export to file". 
 See: Search (sagecrm.com) 
 You can also export data from a Report. 
 You can export to CSV or Excel. 
 You can also Export using the REST API. This would allow you to automate the fetch of data into Excel for example. 
 There are also third-party tools available that can help you export data from Sage CRM. These tools may provide additional features and functionality, such as scheduling automated exports or converting data into different formats.

Sage CRM

Export all data from CRM to Excel.

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