How to Export your Data
There are several ways to export your data to excel. The export to Excel tool will export all of your data into one excel workbook. The table export will export the territory, district, or region table that you see in AlignMix into Excel. You can export data for a single sales territory using the radial tool. The batch export will export excel reports, pdf maps, and also Power point presentations.
The Export to Excel tool is found by clicking on File, Export, Export to Excel. You now have the option to choose what you want included in the Export. Territory table, district table, region table, account list, zip code list, zip code ranges, and sales personnel roster. You can select one, two or all of these selections. Click next and then save the export. When the export is complete it will open up on your screen in Excel.
You can also export any of the tables for territories, districts or regions by opening up the table view and then click on the export button at the top. You can also customize which data columns are included in this export.
The radial tool allows you to export a territory summary for a single sales territory. To access the radial you right click on the territory you want to export, click on export, and then choose the export to excel option. You will find the same territory summary export when you perform the batch export and select territory summary excel for the export.
The batch export allows you to export PDF, PPT, and Excel summaries for every level of hierarchy. To perform a batch export you click on File, Export, Batch Export. Make sure to create a new folder for this export. If you select to only export Excel Summaries then you will have one excel file per territory. Those files will add up, so make sure to create a new folder for this export. When the export is finished you will see an excel file for every sales territory that is on your map.
Note: If you are using the two week AlignMix Pro trial any data export you create will be missing every other row of data and any image exports will have an AlignMix watermark on the exported images.