Learn to export notes from the Booking Notes report, including saving and formatting options.
New to Booking Notes? You can read the first article in this series for an introduction to the Booking Notes feature.
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
Booking > Notes
What more do I need to use this feature?
-
Admin or restricted permissions to Bookings.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products
Exporting notes
Back to topYou can export a report from your Booking Notes page using the Export link in the top right corner.
You can enter a report's name and choose the output format from the Export modal.
Save As
Allows you to specify the name of the export file.
By default, the file name is the report's name and the applicable date range. You can edit the file's name by focusing on the Save As field and entering a different name.
Format
Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).
Save To
The report can be saved to My Computer, Email, or Google Drive.
|
Emailed exports are sent as links to the files securely hosted in Google Cloud Storage. |
|
Learn more about exporting to Google Drive here: |
Columns
Choose to export Visible columns or All columns. In the case of this report, all columns are always visible, so you get the same result with either option.
Max Rows
Limit the maximum number of rows to export (Max Rows) or All Rows.
Formatting
Use ISO Dates allows you to choose the format of dates within the export.
- When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
- When not selected, you see the format configured with the Date Format setting (Manage > Setup > Locale).