Ability to export data displayed in widgets in CSV format
ts sometimes useful to export data displayed in widgets on the dashbaord into a csv file to work through Update You can now Export the following Widgets from the Dashboard area of Engager, into a .CSV file. Click on any widget listed below on the dashboard and on the top right is a new Export button Form Requests Document Signing Requests Letter-based HMRC agent authorisation HMRC MTD agent authorisation Manual agent authorisation LoE and LoD Unsignable DocumentsClient payments Unreachable clients Services without essential info This is a great way to get your data out of engager and apply filters etc to take care of those operational headaches that always get pushed back. Better yet, export them as lists and delegate to your Juniors or Admins if you can.
