Easily create custom reports on your list pages! Customize your list/report columns using the “Columns” dropdown and filter your list using “Filters.”
If you need to export from your listings pages (limited to certain user types), use the “Export” dropdown to save as a CSV file. Exports that are initiated on your list pages are placed in a queue and Shape will notify you when your exports are ready for download.
You will get both an email in the system and you will also have the downloads available in your export report for 48 hours. Find the export report in the download arrow icon in your gradient navigation bar. Exports are limited to 3,000 records per export.