Formitize User Guide

Areas of your Formitize account where you can find Smart tables, are able to be exported as CSV file types, which can be opened in spreadsheet software. All you need to do is set up the custom view that you would like your information to display, and then click on Export in the Smart Table.

Please note: Exporting information is only available to Administrator User types.

You can find a like of all the modules and features that utilize Smart tables in the following article link:

• Which Formitize modules use Smart Tables?

To export the information, you can simply click on the Export option in the top of the Smart Table.

Related article:

• How do I include custom variables in a Contact CSV Export?
• How do I create a CSV file of my Contacts?
• How do I export a list of my Leads?
• How do I export a report on Assets?
• Where can I find a CSV report of Invoices?
• How can I see a report of all my jobs and dates they were completed?