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How do I export a report in Access Recruitment RCRM?

This article provides information on how to export a report in Access Recruitment CRM by following these simple steps:

Terence Cassidy avatar
Written by Terence Cassidy
Updated over 3 weeks ago

To export a report the user will need to follow these steps:

  1. Click Reports and then click the report you want to export.

  2. Click Run.

  3. Click Export Excel, PDF or CSV depending in which format you want the report to be exported:

    Report Export Options

  4. Select a name for the exported file and where you want to save the exported file.

  5. Click Save.

📌 Note: PDF option may not show for all reports.

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