Exporting Data from Account 360

Many key account managers need to create reports to analyze data, or provide printed information to their managers or customers. To facilitate these tasks, key account managers can export chart and list data from multiple places within Account 360.

Data that can be exported is noted with an Export button or icon. When you click the button or icon, you can select the export format for your data. The available options vary, depending on the data you are exporting, but can include:

  • PDF

  • Excel

  • CSV

After you select an option, the system displays the Export started message. The export must complete before you can continue working in Account 360.

Be aware of the following:

  • When you export chart data to a PDF, the system exports the image that is displayed on the screen. If you export a chart to CSV or Excel, the data associated with the displayed chart is exported.

  • System administrators can restrict the number of rows that can be exported to manage performance. If your data set exceeds the configured threshold, the system displays a message indicating how many rows of the data set were exported.

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