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How to Export my Clients and Subcontractors?

Yeti allows you to easily export your client or subcontractor contracts for reporting, backups, or sharing.

Table of contents: 

Export Options
You can export data in two ways:

  • By selecting specific companies and clicking the Export button.
  • By using the search filter to narrow results and then exporting the filtered list.

Exporting from the Clients Page
Go to Clients Page



Either:

  • Select the checkboxes next to the Clients contracts you want to export, then click Export.
  • Use the search field to find specific Clients contracts, then click Export to download the filtered results.
  • Select the export spreadsheet button to export all client contracts

Exporting from the Subcontractors Page

Go to Subcontractors page

Either:

  • Select the checkboxes next to the Subcontractors contracts you want to export, then click Export.
  • Use the search field to find specific Subcontractors contracts, then click Export to download the filtered results.
  • Select the export spreadsheet button to export all subcontractors' contracts.