{"id":31030,"date":"2025-01-28T08:40:44","date_gmt":"2025-01-28T08:40:44","guid":{"rendered":"https:\/\/kb.sambapos.com\/?p=31030"},"modified":"2025-01-28T12:37:51","modified_gmt":"2025-01-28T12:37:51","slug":"4-94-how-to-export-customer-list-in-excel-format","status":"publish","type":"post","link":"https:\/\/kb.sambapos.com\/en\/4-94-how-to-export-customer-list-in-excel-format\/","title":{"rendered":"4.94. How to Export Customer List in Excel Format"},"content":{"rendered":"

In this document it will be explained how to export the Customer List in the Excel Format.<\/p>\n

 <\/p>\n

1. Adding Report<\/strong><\/h3>\n

Main Menu > Manage > Reports > Reports ><\/strong> Here, click on Add Report.<\/strong><\/p>\n

Into the template field copy\/paste below code group;<\/p>\n

[Customer List:3,5,5]
\n>Name|Phone|Address
\n{REPORT ENTITY DETAILS:E.Name,EC.Phone,EC.Address:(ET=Customers)}<\/code><\/p>\n

\"\"<\/p>\n

 <\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/p>\n

 <\/p>\n

2. Adding # Character to Customer List Report<\/strong><\/h3>\n
Main Menu > Manage > Reports > <\/strong>Select Customer List report > Put #<\/strong> in front of its header, for example;<\/div>\n
<\/div>\n
Customer List\u00a0><\/strong>\u00a0[#Customer List: 3,5,5]<\/strong><\/div>\n
<\/div>\n
\"\"<\/div>\n

 <\/p>\n

After completing necessary editings, click on Save<\/strong> button.<\/div>\n
\n
\n

 <\/p>\n

3. Exporting Related Report in Desired Format<\/strong><\/h3>\n<\/div>\n
Main Menu > Reports > Select Customer List Report ><\/strong> Here, right click any area of report and select Print Preview<\/strong> option.<\/div>\n<\/div>\n
<\/div>\n
\"\"<\/div>\n

 <\/p>\n

<\/div>\n
<\/div>\n
<\/div>\n
\"\"<\/div>\n

 <\/p>\n

<\/div>\n
<\/div>\n
<\/div>\n
<\/div>\n
\"\"<\/div>\n
<\/div>\n
<\/div>\n","protected":false},"excerpt":{"rendered":"

In this document it will be explained how to export the Customer List in the Excel Format.   1. Adding Report Main Menu > Manage > Reports > Reports > Here, click on Add Report. Into the template field copy\/paste below code group; [Customer List:3,5,5] >Name|Phone|Address {REPORT ENTITY DETAILS:E.Name,EC.Phone,EC.Address:(ET=Customers)}   After completing necessary editings, click […]<\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-31030","post","type-post","status-publish","format-standard","hentry","category-customization"],"_links":{"self":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/31030","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/comments?post=31030"}],"version-history":[{"count":11,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/31030\/revisions"}],"predecessor-version":[{"id":31056,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/posts\/31030\/revisions\/31056"}],"wp:attachment":[{"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/media?parent=31030"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/categories?post=31030"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kb.sambapos.com\/en\/wp-json\/wp\/v2\/tags?post=31030"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}