Exporting Accounts

Quick Steps to Exporting Accounts

Users can export their account search results into an Excel file. Export results are emailed to the user once the export is complete.

1. Select the Accounts tile.
2. Use the search bar to find desired accounts.
3. Select the down arrow icon on the Account Search page then select Export.
   

   

   
   
   
4. Select Submit to confirm the export.
   

   

   
   
   
5. You will receive a confirmation window.
   

   

    
   
   
6. Click the back button to get back to the main Mobil Serv dashboard. 
7. Click the bell (or gear icon if jobs are in progress) in the top-right of the screen.
   

   

   
   
   
8. Once you click that button, you should see an overlay-window slide from the right of the screen. 
   

   

   
   
   This screen will show any jobs currently running or completed.
   
   
9. Click the Job Status button for the options of All, Incomplete and Complete.
   Likewise, the Date Range options include Last 24 Hours, Last 7 Days and Last 180 Days.
10. After a few minutes, click the "Refresh" button to be sure the current status is accurate.
11. Once the job is complete, the progress bar will be at the 100% mark:
    

    

    
    
    
12. The report can now be downloaded by clicking where it says Click Here to Download.
    Note: The user will also receive the exported information via email.

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