Export a filtered list to Excel

Many Zentyal lists and reports include an XLS or Export to Excel button. Steps 1. Open the required listing or report and set the correct filters. 2. Run Query, Preview, or Retrieve Data and verify the displayed records. 3. Select XLS or Export to Excel. 4. Choose an approved folder and enter a descriptive file name. 5. Save the file, open it, and confirm that row counts and totals match the screen. Important Exports can contain customer, sales, or inventory data. Store and share them only through approved business locations.