Can I exclude fields from the CSV export?

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    Estel Yates

    This is a feature of Business Insights. 

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    Devon

    Great question, I'm glad you asked! So, there's no way to filter these things on the raw export, BUT we do have a pretty useful tool (like Estel said!) that will allow you to decide what information you want to export, and it can do some other great things as well (like upload reference data and dispatches straight out of excel). It may save you quite a bit of time as well! 

    We call this tool Business Insights, it's an extension add on for Excel that I've provided the download link for below. I've also added the link for our extensive help topic on how to set up and use the tool. If you review and have any questions for us, please let me know, I'd be happy to answer them. 

    Download link: http://www.gocanvas.com/content/insights/canvas_business_insights_installer.exe

    Help Topic: https://help.gocanvas.com/hc/en-us/articles/115006593267-How-to-use-Business-Insights 

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