Admin Section / Excel Downloads

To access the Admin Section and the Excel Downloads:

1. Go to "Customers/Quotes"
   
2. Select the "Download" tab on the side bar
   
3. Click the "Please Select" button which will download Excel Report options (choose report required)
   
4. Select the Date Range you want the report to contain (for the Customer report, this is the range when they were added to AGG SMART)
   
5. Click "Download File" and the report will be downloaded to your Downloads folder
   

Please note, some reports take a while to generate. If the report is taking a long time, or the system is timing out, please select a smaller date range (less than 12 months).

Also, if you want to filter the report by a individual customer, first search and find the customer. Then click the "Select" button next to their name. Then tick the box next to the "Download File" button. Then click "Download File". This will download the selected Excel Report, but it will be filtered only for the customer selected.

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