How it Works
You can now bulk export your data to Excel directly from key modules across the vendor portal. Wherever you see a data table in these sections, you can download the complete dataset instantly.
Supported Modules
You can find the export feature available in the following areas:
Team Members
Customer Onboarding
Operations
Suppliers
RFQ/Quotes
Discounts
How to Export Your Data
Navigate to any of the supported tabs listed above.
Look for the Export button located at the top right of the data table.
Check the boxes of items you would like downloaded.
Once selected, click Export.
💡 Tip: If you have filters applied to your data table (such as filtering by a specific date range or status), the Excel export will respect those active filters and only download the filtered results.