In the update on 9/8, we changed how the Customer Report exports to Excel.  Prior to the update, if there were many records - in thousands - the report would time out and the excel spreadsheet would not create.

With the update when the Customer Report is exported, it is sent to the background.  In the top toolbar there will be a progress bar to indicate how many records have been processed and how many remain.

When the report has finished you can click the icon to download the report.

Since this report is running in the background you can continue to use the rest of software - dispatch, create customers, etc.

Step 1 - Click the Export Icon like Normal

Step 2-  Notice the 3 Different Progress Indicators

The Export Button will change so that it cannot be clicked again.  In the top toolbar, there will be a Download icon.  It will initially be red while the report is generating.  If you are on the report itself, a spinner will appear to indicate processing.

Step 3 - Hover Over Download Icon to Get Progress

While the report is generating, you can continue to use the Command Center

Step 4 - When the Download is Complete Click the Green Icon to Download

Step 5 - The Browser Controls the Download

Either the Excel spreadsheet will be in your computer's download folder or it will appear on the screen, like with Chrome.  

Step 6 - After the Download is Complete, the Icon is Removed