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 All field activities and select Place notes. Define the time frame you wish to explore or use some other filter options.
2. Once you're done with your filters, click on the Export button.
3. Choose an Export option: Excel spreadsheet or .csv file. Click Export 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.