EXPORT DATA
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      2. DATA IMPORTS AND EXPORTS
      3. EXPORT DATA

      How to export the data?

      All the data present on OOTI: invoices, times, customers... can be downloaded in Excel files to archive your data or make reports.

      🔓 Permissions required

      Super Admin

      Reading time  1 min
      Setup length  1 min
      Steps  1


      Click on your First name at the top right > Data > then on the green button + New export.

      data

      Fill in the form by selecting a Type, for example Invoicing - Invoices, the Team, a Project (or none to select them all), the Columns. Enter the Start Date and End Date. Check Include documents to export all invoices to PDF.
      Click Save.

      new export

      The file generates. Click the green down arrow to download the export.
      It's done ! 🎉
      You know how to export your data!