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Can I Export From the Multi Organization Page?

📤 Exporting from the Multi-Organization Bookings Page

  1. Go to Chain → Bookings.

  2. Use filters or the search bar if you want to narrow results (e.g. by organization, status, or date).

  3. In the upper right corner of the table, click the Export button (it’s the download icon next to “Columns” and “Save View”).

  4. The system will generate and download a .CSV file containing the bookings shown in your current view.

🧩 What’s Included in the Export

The exported file includes details across all organizations visible to your Chain Admin account, such as:

  • Booking name and ID

  • Organization

  • Contact and Account

  • Created date

  • Booking start/end date

  • Status and stage

⚠️ Notes

  • You must have Chain Admin permissions to see and export multi-organization data.

  • The export reflects the data in your filtered view, not necessarily every booking in the chain.

  • Each organization’s users can only export their own organization’s data — chain-level export is exclusive to admins at the chain level.

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