The Data Export tool allows users to export all of the data in the current view to a file. The tool creates an export of the data and saves it to a temporary directory on the server. Then, it zips up the file and either downloads it directly to their computer or sends an email with the zip file attached. The temporary files are eventually purged.
Which records are exported? |
All records in the current filterset are exported. |
Which fields are exported? |
By default the columns in the current grid are exported, however this can be customized. |
How is it sorted? |
The records in the export are sorted based on how the grid is sorted at the time of export. |
Format |
Either Excel (.xlsx) or Comma-Delimited (.csv). Emailed files are sent in a zip file (.zip). |
Requires the Browse - Exporting permission for the module the export is coming from.
To use the tool, click the 
button. The following window appears, displaying settings for the export.
Data Export |
|
Number of Records to be Exported |
A count of the records identified for export. |
Columns to Export |
|
Use Current View |
Causes the tool to export the columns in the current view. |
|
Edit New Remove |
Provides to design an export with the columns that you want.
|
File Format Option |
|
XLSX - Excel CSV - Comma Delimited |
Select what data format the export should be in. |
Email or Download Results |
|
Download |
Select whether the export should be downloaded to the computer or emailed. |
Email Settings - These only appear if the Email option is selected |
|
Subject Line on Email |
A summary of the content of the export, which will appear in the message's subject line. |
Name of Attachment File for Email |
The name of the export file. |
Extension for the compressed exported file |
Allows the user to change the name of file extension for the zip file. This feature is useful for agencies that block emails with .zip attachments. Change the extension to anything that will make it through the email filter. Then, when the email is received, change the file extension back to .zip to open it. |
Emails to send exported to |
A list of email addresses to which the export should be sent. Enter an email address into the field and click Add. |
Cancel |
Cancels the export. |
Export |
Accepts settings and exports the files. |
How To Export Data