📋 How to Use List Functions – Exporting Pages and Filtering Information
In AcudocX, providers can export key information from their accounts into Excel spreadsheets (.xlsx files) for easy tracking, reporting, and bookkeeping.
Here’s how to use the export and filter functions correctly.
📂 Exporting Full Pages
You can export the full list from several areas of your account.
How to Export a Page:
Navigate to the page you wish to export (e.g., Customers, Jobs, My Disbursements).
Press the EXPORT PAGE or EXPORT button located on the top-right of the screen.
An .xlsx file will be downloaded containing all current entries.
Pages you can export:
Customers
Issues
Jobs
My Disbursements
My Customer Invoices
My Receipts
My Transactions
My Languages
My Users
🔎 Exporting Specific (Filtered) Information
If you only want to export certain types of data — for example, correction (edit) invoices only — you can apply filters before exporting.
There are two ways to do this:
Option 1: Filter Using the Search Bar
Enter the relevant information into the search bar at the top of the page.
Click the CUSTOMISE button (if available).
Press EXPORT and select All entries matching the provided filters.
⚠️ Important:The search bar is limited to certain fields, depending on the page you are viewing.For example:
In the Customers page, you can only search by Customer Surname.
Searching for other fields like email will not return results unless you use Option 2 below.
Option 2: Use the CUSTOMISE Button
Click CUSTOMISE on the top of the page.
Apply filters based on the fields available (e.g., filter invoices by type: "Correction").
Once filtered, press EXPORT and select the appropriate option.
This method gives you more flexible filtering beyond what the search bar allows.
🧠 Quick Reminders
Always double-check your filters before exporting to ensure you’re downloading the correct data set.
Use CUSTOMISE for advanced filtering across multiple fields, not just simple text searches.
Exported files can help with personal record-keeping, accounting, and client tracking.
Zendesk AI Keywords: export list, export customer data, export invoices, customise search, filter invoices, AcudocX export, export transaction list, export job list, export receipts
Here’s how to use the export and filter functions correctly.
📂 Exporting Full Pages
You can export the full list from several areas of your account.
How to Export a Page:
Navigate to the page you wish to export (e.g., Customers, Jobs, My Disbursements).
Press the EXPORT PAGE or EXPORT button located on the top-right of the screen.
An .xlsx file will be downloaded containing all current entries.
Pages you can export:
Customers
Issues
Jobs
My Disbursements
My Customer Invoices
My Receipts
My Transactions
My Languages
My Users
🔎 Exporting Specific (Filtered) Information
If you only want to export certain types of data — for example, correction (edit) invoices only — you can apply filters before exporting.
There are two ways to do this:
Option 1: Filter Using the Search Bar
Enter the relevant information into the search bar at the top of the page.
Click the CUSTOMISE button (if available).
Press EXPORT and select All entries matching the provided filters.
⚠️ Important:The search bar is limited to certain fields, depending on the page you are viewing.For example:
In the Customers page, you can only search by Customer Surname.
Searching for other fields like email will not return results unless you use Option 2 below.
Option 2: Use the CUSTOMISE Button
Click CUSTOMISE on the top of the page.
Apply filters based on the fields available (e.g., filter invoices by type: "Correction").
Once filtered, press EXPORT and select the appropriate option.
This method gives you more flexible filtering beyond what the search bar allows.
🧠 Quick Reminders
Always double-check your filters before exporting to ensure you’re downloading the correct data set.
Use CUSTOMISE for advanced filtering across multiple fields, not just simple text searches.
Exported files can help with personal record-keeping, accounting, and client tracking.
Zendesk AI Keywords: export list, export customer data, export invoices, customise search, filter invoices, AcudocX export, export transaction list, export job list, export receipts