To export the schedule as a file, e.g. in order to archive it, pass it on to third parties or process it electronically, proceed as follows:
- Go to Schedule.
- Above the schedule, click More and select Export. A menu is shown:
- Select the menu item As file and the desired format in the drop-down menu:
If you activate the options include customer data and include appointment data, all the data fields of the respective customers or appointments will be included in the respective lines. - Confirm your selection with Download.
The downloaded file contains all lines of the current schedule, i.e. suggested customer calls, appointments, necessary drives, breaks and waiting times and the daily begin and end times. In addition, the file comprises a summary for each day and the entire schedule.
As an alternative to the export as a file, portatour® allows you to release your schedule as an iCal calendar (see section Calendar sharing), to send it as a portatour® report (see section Request report) or to print it.