How to export table views in CRM

What

Many pages in ShareBuilder CRM include tables that summarize account, financial, or activity data. You can export these table views to Excel for deeper analysis, offline sharing, or local archiving.

Why

Exporting tables helps you:

• Share clean, structured data with colleagues or leadership

• Build custom reports outside of CRM

• Archive snapshots of performance or activity

• Analyze trends using spreadsheet tools like Excel or Google Sheets

Whether you're preparing for a 1:1, a forecast call, or a pacing report, this feature gives you the flexibility to use CRM data your way.

How

Before exporting, use filters and column customization to tailor your view. That way, your exported file is already focused and clean.