By default, the CSV download option is disabled for non-admin users in LatePoint. If you want to allow your agent users to download data in CSV format, follow these steps:

  1. Go to LatePoint > Settings in your WordPress dashboard.
  2. Enable the option “Allow non-admins to download table data as CSV.”
  3. (Optional) Set the number of records per page as per your preference.
  4. Click Save Settings.

Once enabled, your LatePoint agent users will see the option to download CSV files for data such as appointments, orders, and more.