Downloading/Exporting Records from Tracker Pro

Downloading/Exporting Records from Tracker Pro


To download/backup records from Tracker Pro complete the following:

1. Click on Export all data to Excel.
2. View the output in your Downloads Folder


Idea
You can use this method to extract a local backup copy to your PC.
Key Modules to be considered in priority order are Customers, Installations, Subscriptions, Jobs & Quotes

Info
All Azure based Tracker Pro databases are backed up continuously in a a UK Microsoft data centre using Any Point in Time Rolling seven day technology meaning dynamic disaster recovery can be achieved any time across a 7 day window.  Additionally a weekly snapshot backup is taken outwith that schedule and retained across 12 months. Filing Cabinet Records for document output and those sent by email from Tracker Pro are not included in either of these backup strategies.

Step 1 Export Data




Step 2 View the Output in Your Dowloads folder

View the downloaded excel file with a copy of your records  in your Downloads folder.


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