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Client Export
Inspire by STX v3.0 was launched with the Client Export feature disabled for all users, to enable go to Setup > Setup Worker Permissions then enable the Client Export permission. To export a list of clients, follow these steps: Click on the ...
How to Export a Marketing List
Overview You can export your marketing list as a CSV file for use outside of Inspire. Please Note: Depending on the size of your marketing list, the export process may take some time. On average, allow at least one hour for larger lists to complete. ...
Can I export reports to a CSV or Excel Spreadsheet?
This feature will be available in Inspire by STX v4.3 due out in Summer 2025. Great news! If a report can be printed, we can export the report to a CSV file. CSV files are compatible with softwares like Microsoft Excel, Apple Numbers and Google ...
How do I schedule a report?
This feature will be available in May 2024. Scheduling Reports is available on the following reports: Total Sheet Sales Analysis Report Text Count Report Yearly Dashboard Tab On Hand Product To schedule a report, go to one of the reports listed and ...
Scheduled Reports
This feature was released in May 2024. Location: Reports > Scheduled Reports The Scheduled Reports allow users to automate report generation and email delivery based on selected scheduling preferences. This report can be exported or printed at any ...