Viewing and Exporting Account Lists

In the Konvert™ portal, administrators can easily access a table of existing accounts. You can also modify the table columns to view, share and export the data that matters most to you. 

In this article, we will explain:

  • How to access the Accounts page
  • How to edit the accounts table
  • How to share table accounts table
  • How to export the accounts table

ACCESS THE ACCOUNTS PAGE

To access the Accounts page (Fig. 2), click on the arrow next to your name in the upper righthand corner of the page. Select the Accounts link (Fig. 1) from the drop-down menu. 

Figure 1. The Accounts link

Figure 2. The Accounts page

EDIT THE ACCOUNTS TABLE

Konvert™ helps you view account in a way that works best for you. Columns can be added or removed based on your needs or preferences. To add or delete columns in your list, click the gray Edit Columns button (Fig. 3) at the top left of the Accounts list. Choose which fields you would like to be present in the list by using the dropdown menu of options. Feel free to begin typing the term to search for it more quickly. Click the x on a field to remove it from the list. 

Figure 3. The Edit Columns button

SHARE THE ACCOUNTS TABLE

Once your list has been organized the way you like it, you can share the list with other portal administrators by copying and pasting the URL in the address bar, which customizes to your list preferences.


EXPORT THE ACCOUNTS TABLE

If you need to save the list as a file to be securely emailed or uploaded somewhere else, you can export and download it as a CSV (Comma Separated Values) file. Just click the Export to CSV button (Fig. 4) at the top, righthand corner of the table. Konvert will generate a CSV file. When it is complete, click the Download File button (Fig. 5) to begin the download.

Figure 4. The Export to CSV button

Figure 5. The Download File button

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