vCIOToolbox has made all data available for export as PDFs, and certain sections, like assets and the roadmap, can be exported to CSV.


Steps to Export Data from QBR module


1. Assets - Asset data can be exported as a PDF 

  • (we suggest the report Asset Summary - Segment by Asset Type), 


To export it as a CSV, 

  • Navigate to Asset > Export.


2. Roadmap - Can be exported as a PDF using the following methods

  • Standard Report - Technology Roadmap 
  • Standard Report - Recommendation Timeline
  • Custom Report - Build a report using the Recommendation Grid option to export in a table.


To export a roadmap as a CSV, 

  • Navigate to KAM > Sales > Sales Pipeline > [Filter: CUSTOMER NAME] > Export


3. Assessment - The Assessment Data can only be exported as a PDF; there is no CSV export.

  • The primary assessment is found in the IT Review - Full report.
  • Archived assessment reports are available for download from the More > Archived Data and Trends section, and a report for each meeting is available for download. These are also archived in the customer's file section, Customer > [CUSTOMER NAME] > Files section.
  • Suggested - We suggest you also export the Scorecard data
  • Alternate - Any custom report you have created.

4. Strategy - Can be exported as a PDF 

  • Primary - Use the report Business Strategy.
  • Alternate - Any custom report you have built with the strategy section included.


5. Risk Register - Can be exported to PDF

  • The primary assessment is available in the Risk Data Report.


6. Meeting Reports - On the left-hand menu in the QBR module, you can get a meeting history report in PDF.

  • Meeting Reports - From Reports > Meeting Reports, set your filters for your customer and the time range they were with you, then export using the PDF button.



Steps to Export Customer Data from the KAM Module


1. Business Model Canvas - This can be exported as a PDF from the Customer Profile by choosing the

Business Canvas command and clicking the PDF button.


2. SWOT - This can be exported as a PDF from the Customer Profile by choosing the

SWOT command and clicking the PDF button.


3. Files - Download any files that are found in Files section of the customer portal.



 If you have any questions about this technical document, please reach out to the vCIOToolbox Support team at support@vciotoolbox.com.


Steps to Deactivate the Customer


1. In vCIOToolbox - Once you export all required data, you can delete the customer from vCIOToolbox.


2. PSA Best Practice - Ensure the customer is marked inactive and/or deleted to ensure the account does not sync back into vCIOToolbox during that night's PSA sync. 


The customer will sync back in as an Inactive record if not deactivated in your PSA, but will only bring in name and address information.  Not other data will be synced from the PSA unless the custmoer is activated again in vCIOToolbox


3. Data Retention and Destruction Policy - Data will be deleted from the system in accordance with our policy