Export inventory data

You can export the inventory management grid and individual records.

Export your inventory records:

  1. Got to Inventory > Inventory Management.
  2. At the top of the grid or card view, click on the Export icon . The .xlsx filed is automatically downloaded.

The records included in your export file will vary based on the results of your filtering. If you have set no filters at all, then Cimpl exports all the inventory records in your system. If you have set and applied filters, then Cimpl exports only those records that match your filter criteria.

View and download the call details of a service:

  1. Go to Inventory > Inventory Management.

  2. Select the entry of the inventory item whose call details you want to view or download. The item's inventory record opens.

    Note: By default, the record shows the overall details of the item. However, its usage and summary details are hidden.

  3. Click on the User Statement icon to open it. The Summary details in list form.
  4. Move to the usage tab at the top to see usage details.
  5. Click the Excel or PDF icon. Cimpl will download the data to your computer in the format of your choice.

Export inventory history

  1. Go to Inventory > Inventory Management

  2. Open an inventory item.

  3. Scroll to the History section.

  4. Click Export History . An Excel worksheet is created.