- Knowledge Base - CasePacer
- Documentation
- CP Vantage
How to Export Reports from CP Vantage
1. Go to CP Vantage tab and look for the report you want to run. E.g (Contacts).
2 .Locate the three dots (...) to download and export the report.
3. Select your desired action (e.g., "Download as PDF," "Export to Excel")