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How to export vendor data

Felix allows you to generate a report that contains the most important details about your vendors, such as their business and contact details, as well as their service and payment details.

Felix gives you the ability to export vendor data for a specific vendor or vendors belonging to a specific status or panel.

Note:  Vendor data is exported as a .CSV file.

Export vendor data

To export vendor data:

  1. Navigate to Reports > Vendor Data Export from your Felix dashboard
  2. (Optional) Use the Vendor Name field to search and select a specific vendor
  3. (Optional) Select a panel from the drop-down menu
  4. (Optional)Select a vendor status from the drop-down menu
  5. When the required parameters have been selected, click the Generate Report button

Note:  Your report will be generated as per the filters you have selected. You can export data for all vendors by following the steps above without applying any filters.

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