If you're using territories in your clients and jobs, you can later export all this data for one specific territory in an Excel spreadsheet.

Open the Jobs page.

Click on the Territories filter.

Choose the territory you need.

Planado will automatically sort a list of all jobs and show you only jobs with the selected territory.

⚠️Note that, if a job doesn't have a Territory field filled, this job won't show up in the list with this filter.

Export results in an Excel spreadsheet. You can export all the job fields in columns or only selected fields.

More about the list of all jobs and export can be found in the article Jobs page.

If you need any help, leave us a ticket or write to our email address: support@planado.app.