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Locate: Booking > Notes
Prerequisites:
- Admin permissions or restricted permissions to Modify bookings and Export data.
Export
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You can Export a report from your Booking Notes page using the link in the top right corner.
From there, you are able to enter a name for the report and choose the output format.
Save As
Allows you to specify the name of the Export file. By default, the file name is the name of the report appended by the applicable date range. You can edit the name of the file if needed by placing focus on the Save as field and entering the desired 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 your Computer, Email, or Google Drive.
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Emailed Exports are sent as links to the files securely hosted in Google Cloud Storage. |
Columns
Choose to Export Visible columns or All columns. In the case of this report, all columns are always visible, so you will get the same result with either option.
Max Rows
Choose to limit the maximum number of rows to Export (Max Rows) or choose to Export 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 as configured with the Date Format setting (Manage > Setup > Locale).