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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 ...
Can you export reports?
Currently there is not a way to export reports. This is a feature we are considering for the near future. Stay tuned! Users have found success in highlighting the report results and copy/pasting them into a spreadsheet software such as Excel.
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 will be released in May 2024, stay tuned! Location: Reports > Scheduled Reports The following Reports can be scheduled: Total Sheet Sales Analysis Report On Hand Product Yearly Dashboard Tab Text Count Report To schedule a report, simply ...