Exporting data from Repsly allows your Management to further analyze information gathered by field representatives. In this guide, we demonstrate how to export Place notes submitted by your field reps.
1. On the Main page click on the Activity filter.
2. Choose Place notes using the activities drop-down menu.
3. Click on the Tabular view icon to see the place notes of the forms in the tabular style.
5. Click on the Export button at the bottom of the list.
6. Choose an Export option: Excel spreadsheet or .csv file.
7. Click OK and the file will be downloaded to your PC.
After completing the above steps, a file should be downloaded to your PC and be ready for the analysis.