We’ve enhanced the export functionality on the Accounts List page to make it faster, smarter, and more flexible. You can now export exactly what you see — filtered, complete, and delivered straight to your inbox.
What’s New
- Filtered List Export
- Export only the accounts that match your current filters — get the data you actually need without extra cleanup.
- Full Data Export
- The export file now includes all key account fields such as: Creation Date, SaaS Plan, Subscription Status, Rebilling Status, Snapshot Info …and more — on top of the roll-up metrics you already had.
- Background Processing⚙
- No more waiting around! The export runs in the background, and a download link is emailed to you.
- This means you’re free to close the tab and keep working — even large exports won’t slow you down.
- Flexible Email Delivery
- You can now choose which account users should receive the export email, so the right people get the right data.
What’s Coming Next
- Support for scheduled exports — get reports sent automatically at set intervals (daily, weekly, monthly).
- Ability to export custom column selections, so you can tailor the data even further.
- Export access logs & download activity tracking for auditability.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article