Exporting from Tabs
Customer Blueprint makes it easy to export your data—whether you need a quick snapshot for reporting or a full download for deeper analysis.
Here’s what you need to know:
You can export from any tab within the platform.
The Export button is always located at the bottom of each tab.
Exceptions: The Calendar and CMS pages do not include an export option.
When you click Export, your file will download immediately in a ready-to-use format, making it simple to open in Excel, share with your team, or upload into another system.
✨ Tip: If you don’t see the button, scroll to the very bottom of the page—exports are tucked right at the end of the tab.