CVS exports provide a streamlined way to access important data quickly and efficiently, eliminating the need for manual searching and note-taking.
With just a few clicks, you can obtain a comprehensive, organized table of information, particularly useful for tasks outside of OnSinch.
These exports can be utilized for a variety of purposes, including company overviews, accounting processes, employee reward systems, and performance monitoring, among others.
Exporting
On every page with allowed exports, you can find a button for cvs exportation.
Choose the information you want in the table and then just click export.
You can also use this setting as a template and have it preset for your next use.
Creating a template
For creating a new template click on manage templates > +New template > name your template > preselect what information is going to be exported > save.
1. Manage templates
2.+New template
3. Select information
With templates, you already have selected information ready to be used for various exports, saving you time for the next use.
The most useful exports 📋
- wallet transactions - handy for wage managing
- profit - evaluate the effectiveness
- staff list - an organized database of employee information for HR purposes
- payout requests - analyze payout requests to manage cash flow more effectively
- attendance overview - manage staffing levels based on attendance patterns, ensuring adequate coverage
- unpaid invoices - track outstanding payments and identify which invoices need follow-up