How do I Export Records using ManageCasa Save Results?

Overview

ManageCasa Save Results provides a quick and simple way to export your data into an Excel file. With just a few clicks, you can generate reports from contacts, properties, tasks, and more—making reporting and data sharing fast and efficient.

Steps to Use Save Results

1. Navigate to a Module - Go to Property Units, Contacts, Tasks, or other modules in the left navigation menu. 
2. Use the Column Header Checkbox - Click the checkbox located in the column header.

3. Select All Records - After clicking the header checkbox, choose Select All # of Data.

4. Confirm Selection - Once records are selected, the Save Results button will appear, allowing you to proceed with exporting. 

Important Note: If you apply filters before exporting, only the filtered records will be included in the Excel file.

Excel File Generation

• After processing, ManageCasa generates an Excel file containing all selected data.
• The file includes the details you need within that specific list, making it easy to review, analyze, and share.

Email Backup with Attachment

• Along with the download, you’ll also receive an email containing the same Excel file as an attachment.
• This ensures you have a backup copy and can access the file anytime, even outside of ManageCasa.

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!