How to extract different types of information from Waive into an Excel spreadsheet
If you would like to download a list of all the companies you represent in Waive into a handy Excel spreadsheet, simply go to the 'Companies' tab in Waive and select the 'Download CSV' button as highlighted below:
HINT: You can use the filters below to show you more specific companies by sync dates, renewal dates and status before downloading the CSV:If you would like to download a list of all the forms you have created in Waive into a handy Excel spreadsheet, simply go to the 'Forms' tab in Waive and select the 'Download CSV' button as highlighted below:
HINT: You can use the filters as highlighted below to show you more specific forms by date, type and status before downloading the CSV:
If you would like to download a list of all the directors you have in Waive into a handy Excel spreadsheet, simply go to the 'Members' tab in Waive, and then 'Members List' and select the 'Download CSV' button as highlighted below:
If you would like to download a list of all the invoices in Waive into a handy Excel spreadsheet, simply go to the 'Invoices' tab in Waive and select the 'Download CSV' button as highlighted below:
HINT: You can use the filters as highlighted below to show you more specific invoices by date, type (paid & unpaid) and issued (by agent or by ASIC) before downloading the CSV: