Reporting at the service level

Copper Contributor

I have 74 people registered for a service date, is there a way for me to pull a cvs file to include all the inforamtion about

1 Reply

@Jennifer_S1630 

 

I am an independent advisor investigating your inquiry.

 

You can export the reporting information for Bookings to a TSV file (not a CSV file) and rename it to an xls or xlsx format. The export downloads 4 months of data.

Teresa_Cyrus_0-1658677990621.png

 

Here is the link to Microsoft's full details that provides the report fields included.

 

If you find this information helpful, please mark it as the best answer or like it which will assist others with the same question.

 

Have a great day!

/Teresa

#traccreations4e