In QuotaPath, Team Managers often want to export the Deal and Earnings records for themselves or their teams, to audit deals or earnings outside of QuotaPath or for record keeping purposes or sharing.
Export on the Deals page
As a Team Manager with Full or Standard permissions, you can export Deal and earnings records on the Deals page.
My Deals - On the My Deals tab on the Deals page, you can export your own earnings. Set your filters and use the arrow dropdown next to the green +Add Deal button on the right.
Team Deals - On the Team Deals tab on the Deals page, you can export your team's deals and earnings. Set your filters and use the arrow dropdown next to the green +Add Deal button on the right to Export to CSV.
If you are looking to export your own approved and scheduled Payouts, see here. Those are exported on the Resolved tab on the Payouts page.
Deals Page export
If you've used the filters to select a set of data, that will stick when you choose to export.
