Skip to main content

Export Reports

Goal​

Export data from Nexus dashboards and modules as CSV or XLSX files for offline analysis or sharing.

Preconditions​

  • You have access to the module you want to export from.

Steps​

  1. Navigate to the module or dashboard you want to export:
    • Orders — order list with status, totals, dates.
    • Contacts — CRM contact list with labels, stages, activity.
    • Calls — call logs with duration, status, agent.
    • CS Dashboard — CS metrics and AI annotations.
    • Analytics — various KPI reports.
    • Inventory — stock levels by item and warehouse.
  2. Apply filters (optional) — narrow the data to the relevant subset (date range, status, channel, etc.).
  3. Click the Export button (typically in the top-right area of the data table).
  4. Select the format:
    • CSV — comma-separated values, compatible with any spreadsheet tool.
    • XLSX — Excel format with formatting preserved.
  5. The file downloads to your browser's default download location.

Expected result​

  • A file containing the filtered dataset is downloaded.
  • Column headers match the displayed table columns.
  • Data respects the applied filters and date range.

Common issues​

IssueResolution
Export button not visibleCheck your role permissions. Some exports may be restricted to admin/owner roles.
File contains all data (ignoring filters)Ensure filters are applied before clicking Export. Some exports may require clicking "Apply" before exporting.
Large export times outReduce the date range or filter scope. For very large datasets, consider paginated exports.