When to Use This
You need to create a custom report or analysis outside of Sequifi
You want to keep records of payroll, sales, or other data for accounting
You need to share data with leadership, accountants, or other stakeholders
You want to track trends over time by comparing exported data
You need to prepare reports for tax purposes or audits
You want to analyze data in Excel with charts, formulas, or pivot tables
Who Can Export Data
Export capabilities depend on your access level:
Admins can export data from all reports, including company-wide payroll, sales, and performance data
Managers can export data from reports they have access to, typically limited to their office or team
Reps can export their own sales data from the My Sales tab
Where You Can Export Data
Sequifi provides export options in several areas:
Reports Tab
Company report
Sales report
Payroll report
Pending service report
Clawbacks report
Reconciliation report
My Earnings Tab
My Sales data
Override data
Hiring Tab
Lead data
Onboarding data
Other Areas
User lists
Import history
Various filtered views
Step-by-Step Walkthrough
Exporting Sales Data
Go to Reports in the left-hand menu.
Click on "Sales."
Apply any filters you want. Filter by date, rep, office, or other criteria to narrow down the data you want to export.
Click the "Export" button. This is typically located near the top of the report, often near the filter options.
Wait for the file to download. The export will download as an Excel (.xlsx) or CSV file.
Open the file in Excel or your preferred spreadsheet application. You'll see all the data from the report organized in columns.
Exporting Payroll Data
Go to Reports in the left-hand menu.
Click on "Payroll."
Filter by year, month, or pay frequency as needed. This determines which payroll periods are included in your export.
Click the "Export" button.
Open the downloaded file. The export includes all payroll data matching your filters, including commissions, overrides, deductions, and net pay.
Exporting Company Report Data
Go to Reports in the left-hand menu.
Click on "Company."
Apply filters if you want to focus on a specific year, office, or rep.
Click "Export."
Review the downloaded file. This includes company-wide performance data and totals.
Exporting Your Personal Sales (Reps)
Go to My Earnings in the left-hand menu.
Click on "My Sales."
Filter by time period if desired. Use the week, month, year, or custom date options.
Click "Export."
Open the file. You'll see all your personal sales data in spreadsheet format.
Exporting Lead Data
Go to Hiring in the left-hand menu.
Click on "Leads."
Look for the three dots menu or export option.
Click "Export."
Open the downloaded file. The export includes lead information like names, contact details, status, and submission dates.
Exporting Pending Service Data
Go to Reports in the left-hand menu.
Click on "Pending Service."
Apply filters if you want to focus on specific criteria.
Click "Export."
Review the file. This includes all pending accounts with details like age, value, and assigned rep.
Exporting Clawback Data
Go to Reports in the left-hand menu.
Click on "Clawbacks."
Filter by rep, date, or office if needed.
Click "Export."
Open the file. The export shows all clawback details including amounts, dates, and affected accounts.
Working with Exported Data
Once you've exported data from Sequifi, you can use it in many ways:
Sorting and Filtering in Excel
Sort by any column to rank data (top performers, highest values, etc.)
Use Excel's filter feature to show only specific rows
Create custom views of your data
Creating Charts and Graphs
Build bar charts, line graphs, or pie charts to visualize trends
Create dashboards combining multiple data points
Share visual reports with leadership
Using Pivot Tables
Summarize large amounts of data quickly
Group data by rep, office, month, or other criteria
Calculate totals, averages, and other statistics
Comparing Time Periods
Export data from different months or years
Combine exports into a single workbook
Track changes and trends over time
Preparing for Accounting
Format data for import into accounting software
Create reports for tax preparation
Maintain records for audits
Tips and Common Mistakes
Apply filters before exporting. If you only need data for a specific office or time period, filter first. This creates a smaller, more focused export.
Check your filters. If your export is missing expected data, make sure your filters aren't excluding it. Reset filters and try again if needed.
Export regularly for record-keeping. Don't wait until you need historical data. Export payroll and sales reports regularly (weekly or monthly) and save them for your records.
Name your files clearly. When saving exports, use descriptive names that include the date and content type. For example: "Payroll_Report_September_2025.xlsx"
Organize exports in folders. Create a folder structure to keep your exports organized by type and date.
Verify data after exporting. Spot-check a few records in your export to make sure the data looks correct and complete.
Large exports may take time. If you're exporting a lot of data, the file may take a moment to generate. Be patient and wait for the download to complete.
Use CSV for compatibility. If you need to import the data into another system, CSV format is often more compatible than Excel format.
Common Export Uses
Monthly Payroll Records Export payroll data at the end of each month for accounting records and to track compensation expenses.
Sales Performance Analysis Export sales data to analyze rep performance, track trends, and identify top performers.
Pipeline Tracking Export pending service data regularly to monitor aging accounts and follow up on at-risk deals.
Clawback Monitoring Export clawback data to identify patterns and coach reps on reducing cancellations.
Hiring Metrics Export lead and onboarding data to track recruiting effectiveness and time-to-hire.
Tax Preparation Export annual payroll data for 1099 preparation and tax reporting.
Leadership Reporting Create custom reports for leadership by exporting and reformatting data in Excel.
Common Questions
What file format do exports come in? Most exports download as Excel files (.xlsx) or CSV files. Both can be opened in Excel, Google Sheets, or other spreadsheet applications.
Can I export data from any time period? Yes, use the date filters to select the time period you want, then export. You can go back as far as your data exists in Sequifi.
Is there a limit to how much data I can export? Very large exports may take longer to generate, but there's typically no strict limit. If you have trouble with a large export, try filtering to smaller chunks.
Can I schedule automatic exports? Currently, exports are manual. You need to go to the report and click export each time. Set a reminder to export regularly if you need ongoing records.
What if my export is empty? Check your filters. You may have filtered too narrowly and excluded all data. Reset filters and try again.
Can I import data back into Sequifi from an export? Exports are for reporting and analysis. If you need to import data into Sequifi, use the import feature in the Sales report with a properly formatted import template.
What to Do Next
Now that you understand how to export data, explore these related topics:
Company Reports – See what company data is available
Sales Reports – Review account-level data for export
Payroll Reports – Access payroll history for export
Importing Sales Records – Learn how to bring data into Sequifi
If you have questions about exporting data or need help with a specific report, reach out to your admin or our support team and we'll be happy to assist!