With UdyogX, you can easily export customer reports as Excel/PDF.
Stepwise Instructions #
-
Login to your account using your credentials.
-
On the left sidebar, hover on “Customer”. A submenu will appear, click on “View Report”.
-
A page will open. Adjust the filters as needed and click on “View Report” to generate the report.
- Once the report opens, click on the “PDF” or “Excel” button at the top to download the report.
