Export Fields Configuration

Customize the export fields to meet your requirements and export only the necessary payment data from lead cards or stats.

  1. Open the “Export” tab in the app settings:

  1. Columns can be moved by pressing the three dots and dragging the field to the desired location:

  1. You can easily rename columns by clicking on the desired field with the mouse and entering a new name:

  1. In the dropdown field, you can select what to display in the column:

  1. To add another column, click on the “Add Column” button:

  1. To delete a column, simply click on the trash can icon:

  1. After making all the necessary changes, click the “Save” button:

You have configured the fields for exporting to an XLSX table from the lead card and the analytics section.

To export to a docx document, use the Dokker.