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      Downloading Lists in Ad Sales Genius

      Inside Ad Sales Genius, you can download several different lists. The process for downloading these lists is the same across the board, you will just need to navigate to the appropriate module for the list you are downloading.

      This article will walk you through how to download lists inside Ad Sales Genius.

      To Download a List

      To download a list inside the system:

      1. Navigate to the module that you would like to download. In this example, we will be downloading the Accounts list.

        Screen Shot 2021-12-22 at 2.29.16 PM

      2. Filter your returned results so you see the pertinent information to be downloaded.

        Screen Shot 2021-12-22 at 2.30.54 PM

      3. Choose which columns you would like to display in your download.

        Screen Shot 2021-12-22 at 2.32.02 PM

      4. Click the Download Button to download the current view.

        Screen Shot 2021-12-22 at 2.41.05 PM

      Available Lists to Download

      The following modules allow you to download the returned results.

      • Accounts
      • Contracts
      • Forecasting
      • Invoices
      • Payments
      • Payment plans
      • Line Items
      • Tasks
      • Reports