Admin accounts can export various sets of data from 10to8:
(not sure if you're an admin? Learn about staff permissions here
Go to "Reports" > "Export Data" from the left-hand-side menu and click on one of the three buttons to request an export.
The export process will take a few seconds. Once the data is ready, a blue download button will appear.
Click the blue "Download" button to save onto your computer as CSV file. The data can be viewed in Excel or other spreadsheet applications.
Each export will contain different data:
- Customers: customer name, all saved contact info like email address and telephone number, who they last saw, date of the last appointment, date of next event, notes
- Staff: staff name, public name, all saved contact info like email address and telephone number, role, calendar colour, notes
- Appointments: Appointment start time, end time, length, type, location, customer, state (eg. confirmed, no show), staff member, notes
Find out more about Exporting your appointments.