Export and Download

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Overview

You have an option to export and print grid views. If you want to export specific data only, use the following options:

• Select and apply the filter that results in the specific data you would like to export.
• Rearrange the order of the columns using the drag and drop feature.
• Hide/show columns from a column chooser.
• Sort data from oldest to newest or newest to oldest.
• Expand/collapse data to show more/less details.
• Select specific records in the grid, if applicable.

The grid will be exported exactly as you see it in the current view, so if any options listed above are applied, it will also affect the export output.

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Save as PDF

1. Go to the grid you want to work with.
2. Click the Download icon (right side of the action bar).
3. Select Save as PDF from the drop-down menu. A pdf file will automatically be downloaded to the default download location on your computer.

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Export to Excel

1. Go to the grid you want to work with.
2. Click the Download icon (right side of the action bar).
3. Select Export to Excel from the drop-down menu. An excel file will automatically be downloaded to the default download location on your computer.

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Export to CSV

1. Go to the grid you want to work with.
2. Click the Download icon (right side of the action bar).
3. Select Export to CSV from the drop-down menu. A CSV file will automatically be downloaded to the default download location on your computer.

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Export to Google Sheets

1. Go to the grid you want to work with.
2. Click the Download icon (right side of the action bar).
3. Select Export to Google Sheets from the drop-down menu.
4. If you are not logged into your Google account, log in to proceed.
5. If pop-up windows for that page are not allowed, use the appropriate procedure for your browser to disable pop-up blocking. The exported data will be shown in your Google Sheet application.