Feature

    Excel downloads

    Can I download my data to Excel?

    Yes. Owners and managers can download customers, properties, visits, reminders, earnings and reports as Excel (with your logo) or CSV, any time.

    Monthly report in DreamToBuy with new customers, site visits, deals done, money earned and how far customers got
    Monthly report

    The problem it solves

    You worry about being locked in, or need a list for your accountant.

    What you get

    • Excel with your logo and colours, or a plain CSV file
    • "Download my data" in Settings

    How to do it in the app

    Step 1

    Tap the download icon

    It's at the top of lists like Customers, Properties, Visits and Reminders.

    Step 2

    Pick Excel or CSV

    Excel comes with your logo and colours; CSV is a plain file.

    FAQ

    Frequently asked questions

    Common questions about excel downloads in DreamToBuy.

    Owners and managers.

    Yes. You can download it any time, and Settings has "Download my data".

    See it on your own customers and properties

    Get a free demo of DreamToBuy. We'll set up your agency and walk your team through the app.