4 User interface > 4.6 Import and export > How do you export records to Excel sheet?

"Exporting" records can be performed quickly and easily from every grid in the system. Existing formatting and grouping is preserved in the export operation making it ideal for the production of adhoc reports.

Step 1: choose 'Export to Excel'

Inside the grid of CRM, right click anywhere on group of records and choose "Export > Export to Excel"

Step 1: Save the File

Save this exported file to hard disk of your computer.