Yes, you can easily export data from any listing that has the Filter tab available. You are able to export the listing into a CSV file and download directly from TermSync, or you can set up a scheduled report for automatic delivery of the data via email or SFTP delivery based on your preferred timing.
In this example, we'll look at how you can pull all the collection calls logged yesterday by your A/R team in TermSync and export the results of this filter.
Exporting Information from TermSync
1. Start by creating your filter.
a. In this example, we'll export all the collection calls logged in TermSync yesterday by the A/R team. Start by navigating to the Collection Calls Listing.
b. Next, hover over the Filters tab and click on Create new filter.
c. Now it's time to create the proper filter to pull all collection calls logged yesterday. Select Yesterday from the Date Called filter.
d. Click Apply Filter. Now you can review the results of this filter in TermSync.
2. Now that you've created the filter in TermSync, you can click Export CSV to download this information.
If you'd like to set up a report to be scheduled for automatic delivery via email or SFTP delivery, click on the link below.