Data Export Guide
Exporting your client data is simple and is very useful to use with your marketing or for analyzing KPI's
The eWaiverPro system organizes all your client's data that you collect in waivers and makes that exportable in a universal CSV file so you can simply use this customer data in your marketing and other applications.
Exporting your data is simple:
- Make sure you're logged-in with Manager or higher credentials
- Click on Data Export from the left menu or dashboard icon
- From the calendar, pick the period of time you would like to download.
- Pick the documents(s) that you would like to download the data from
- Click the green Export Customer Data button
- Enter the email address where you would the export to be sent to
- Click Send Link
- You'll receive an email with a link to download the CSV file within 15 minutes based on the size of the export
Follow a similar procedure to export PDF's, however here you only need to select the period of time and you'll receive a zip file with all the PDF's, making it simple to archive on your cloud storage or external drive.
NOTE: For client data that was created prior to 12/31/2022, please contact us via the chat option on the bottom right of your screen and submit a request - we will send that to you within 1 business day.