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Exporting Data User Guide

Gem Logic allows you to export data from any list view, such as contacts, inventory, sales, and repairs. This feature enables you to work with your data outside the system for reporting, analysis, and backup.

Exporting Data Manually

  1. Navigate to the List View: Go to the section containing the data you want to export (e.g., Contacts, Sales).
  2. Go to Actions on the top right > Export.
  3. Choose your preferred format:
    • CSV: Ideal for spreadsheets and data manipulation.
    • Excel: For structured, tabular data.
    • PDF: For printed reports and document sharing.
    • JSON: For integration with other systems or data analysis tools.
  4. Wait for the export to process, then download the file to your device by clicking the green download button.

Scheduling Automatic Exports

Gem Logic supports scheduling automatic exports to streamline data management and reporting. To set up an automated export:

  1. Navigate to the List View: Go to the section containing the data you want to export (e.g., Contacts, Sales).
  2. Go to Actions on the top right > Export history.
  3. Click the Schedule export button on the top right.
  4. Select the File Type (CSV, Excel, PDF, JSON).
  5. Set the Export Frequency:
  6. Daily, Weekly, or Monthly, or specify a custom interval.
  7. Save the schedule, and Gem Logic will handle exports according to the chosen interval.

Practical Use Cases

  • Weekly Sales Reports: Schedule a weekly Excel export of sales data for easy review.
  • Monthly Inventory Analysis: Export inventory as a CSV to track stock levels.
  • Backup Records: Set up regular JSON exports for data backups.

With flexible data export options, you can easily analyze, report, or back up your data from Gem Logic.