CIRCUITREE allows you to export information from several places utilizing data grids. Data Grids pull information on many accounts and place them in a excel-like grid.

There are two ways to export the data. Some pages will have both options, others will just have one of these:

1.  If the page has the “Export Grid Contents to CSV” button, , select it to download a CSV file containing the Grid’s contents.  If you have added new columns, you will need to select the download button

2.  Under the Actions menu, , select Export to Excel and it will download the contents of the grid.