You can perform data exports from within Rex from the Properties, Listings and Contacts list views. Further exports, such as Reminders and Notes, can also be performed from the Other Lists menu.
- Go to the Contacts, Properties or Listings tab (whichever data you want to export).
- Tick the check-boxes beside the records you want to export, or tick the very top check-box to select all
- Click Export > Data Export
- From here you will be presented with a pop-up menu which details what data you wish to have exported
Please Note: You can export data to CSV files from inside of Rex as long as you have the correct permissions. If you do not have the right permissions, you will not see the Export button. You will need to request access from your Super Admin user. For more on how access is controlled, see Users & Security: Permission Groups.
See Export History
If you want to investigate whether someone in your agency has conducted a data export, you can do so by navigating to Other Lists > Audit Logs and inserting "Export" into the "Operation" filter. For more detail on filtering the logs, see Filtering Audit Logs.
This lets you see:
- Who conducted the export
- When the export was run
- What type of export it was (Contacts, Listings, Properties, etc.)
- How many records were in the export
- An advanced technical summary of the filter criteria that was used in the export