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Data Export Enhancement: Custom Fields on Closed Transactions

Previously the data export tool only supported default Brokerage Engine fields. With this new enhancement, the data export tool can include custom fields.

Reports Enhancements
Published by David Habedank

The Data Export tool, originally released in February, was well received by customers looking to create advanced reports on their business. As it pertains to Transaction exports, previously the data export tool only supported default Brokerage Engine fields. With this new enhancement, the data export tool can include custom fields!

By navigating to the data export screen, users will now notice an option to select custom fields as part of their export.

Data Export Enhancement: Custom Fields on Closed Transactions

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