Tip#66: Export your Qntrl data

Tip#66: Export your Qntrl data



To discuss a few business metrics, you might occasionally need to share your Qntrl data with external users. Using the Export option in Qntrl, you can download your Qntrl data in XLS or CSV format onto your computer and share the data with external users. 
 
For instance, Lydia, the manager of an organization's sales team, often meets with clients to discuss sales stats. In this situation, Lydia wishes to download all of the sales data from Qntrl to her computer and share it with the clients in order for them to view the sales statistics in an excel spreadsheet. The export option in Qntrl will help with this.
 
You can export your data in Qntrl either from within the Cards tab or from within the respective Orchestrations. Navigate to the Cards tab or Orchestration and click the  icon  at the top right corner to choose Export as CSV or Export as XLS . You'll be prompted to encrypt your file. Click Yes , if you opt for encryption. Else, click No . Your data will now be exported and stored locally on your computer. 



In case you attempt to export more than 3000 cards, a URL to download the exported data will be emailed to you. Please keep in mind that the link will only be active for the next 7 days. and it will only be available to you for the next 7 days.
 
Note : Data available in the Advanced fields will not be exported.
 
We hope this update is helpful to you. If you have any questions or suggestions, please leave a comment below or email us at support@qntrl.com.

           


                                    Help resources:   Qntrl KB |   Tutorials |   Short Help Videos |   How-to videos



      • Sticky Posts

      • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

        Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates

      • Qntrl's 2023 year in review

        This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new

      • Tip #61: 5 different ways to create Cards in Qntrl

        Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning

      • Tip #17: Stay informed of significant business impact using Orchestly

        With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business

      • Onboard faster with Orchestly's Tutorials

        We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric

        • Recent Topics

        • Marketer's Space - Holiday season email marketing tips you should know

          Hello Marketers! Welcome back to another post in Marketer's Space! 'Tis the season—that time of the year everyone eagerly anticipates. While most look forward to relaxing, marketers will be super-busy from late November to early January. Mistakes can

        • Zia Competitor Alerts made easy with Zia's suggestions

          Hi everyone, In addition to the existing manually added competitors, Zia will now find your competitors for you - instantly. Earlier, you had to identify competitors through research manually, support tickets, or tradeshows—a time-consuming process that

        • Add Custom Field Inside Parts Section

          How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category

        • Zoho CRM Community Digest October 2025 | Part 2

          Hello Everyone! From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in. Product Updates: Zoho CRM Mobile Updates:

        • Understanding Zoho Contracts

          Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stage

        • Tip of the Week #76– Automate your inbox during vacation in Zoho TeamInbox

          When you're on vacation or away from your desk, the last thing you want is for important emails to be missed or left unanswered. The good news is, you can easily set up rules in Zoho TeamInbox to assign incoming messages automatically to a teammate who's

        • Domain restriction for User Management actions in Zoho One

          Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization

        • Zoho Mail iOS app update: Signature

          Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside

        • Desktop app doesn't support notecards created on Android

          Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

        • Approval Button in Subform

          Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user's

        • Setting checkbox value on template in Sign from Creator

          Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":

        • Zoho Projects - Unread Comment Icon

          Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed

        • Zoho Projects - Update Feed via API

          Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you

        • Automated log-out/session end

          I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 

        • Subform auto populate values

          Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records from

        • What is New in CRM Functions?

          What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.

        • Gantt Chart - Zoho Analytics

          Are there any plans to add Gantt Charts capabilities to Zoho Analytics?

        • WhatsApp Calling Integration via Zoho Desk

          Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

        • Identify long running sync jobs/tables

          My sync process causes strain on my production database and I'd love some tools/alerts to help me identify which tables are taking the longest. The current screen only shows 3 tables at a time and truncates the last fetch time so that it is very cumbersome

        • Temporarily rate limited due to IP reputation.

          We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster

        • Associate emails from both primary and secondary contacts to deal

          We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks

        • New integration: Zoho Sign for Zoho Projects

          Hey there! We’re excited to announce the brand-new Zoho Sign integration for Zoho Projects! With this integration, users can now send documents for signatures, track their progress, and manage approvals—all without leaving Zoho Projects. This bridges

        • Update to attachment display in ticket threads

          This enhancement will provide faster access for support teams and end-users, significantly boosting productivity for everyone. Get ready for a more efficient and satisfying experience! Immediate benefits Faster ticket rendering reduces wait times and

        • Narrative 15: Blueprint - Automate, guide, and transform your support processes

          Behind the scenes of a successful ticketing system: BTS Series Narrative 15: Blueprint - Automate, guide, and transform your support processes Even organizations that deliver quality products and services can face low customer satisfaction when their

        • Different MRP / Pricing for same product but different batches

          We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

        • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

          Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

        • Refresh frequency

          Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

        • Refund

          My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before

        • Calling Function via REST API with API Key gives 401 using Zoho Developer

          Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

        • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

          Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.

        • Embed CRM record images in email templates

          I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I

        • Assign multiple departments to multiple helpcenters

          Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help

        • Zoho Desk Training

          Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

        • PO Based Advance payment to Vendor

          We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.

        • How to get Quickbooks Desktop Info into Zoho?

          Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do

        • ZeptoMail API Request

          We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is

        • Mass import of documents into Zoho Writer

          I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:

        • Add home page or dashboard in CRM customer portal

          is it possible to add home page or dashboard in CRM customer portal?

        • User Tips: How to change the the label display name of a system defined field

          Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option.  However with a simple hack you can edit any system defined

        • Search not working!

          I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

        • Next Page