Table of Contents
🔍 What it is: #
Exporting allows you to save or share your reports outside of Intellent CRM.
🧠 Why it’s important: #
- Easily share reports with team members, clients, or investors.
- Helps for offline analysis, backup, or presentation.
✅ How to Use: #
- After generating a report, look for the export options (typically at the top right).
- Choose the format (PDF, CSV, Excel).
- Save or email the report to the required recipients.
