In Vtiger CRM, exporting records to Excel is an essential matter for data analysis and reporting. But all the times the users face a common problem that they can’t export only the specific fields they need. By default, Vtiger exports all the fields of data and it leads to messy and unnecessary data overload.

Here, Export Records to Excel (XLS) extension provides a targeted solution that Vtiger CRM users can export their data they need, based on their preference.

You can export Records to Excel in Vtiger CRM using these simple steps :

1. After the installation of Export Records to Excel (XLS) extension, Login as a user

2. If you want to choose the specific records, you can select from here.

3. Export to Excel

 Click on the ‘’More’’, then “Export to Excel” option within the extension. 

4. Customize Field Selection

Select the fields relevant to your report. You can export all fields or export fields in current list view based on your preference. Only the chosen fields will be included in the exported Excel file.

5. After clicking in Export Leads, The file will automatically download in Excel format

In this video, we’ll show you how to export Records to Excel in Vtiger CRM in simple steps :