Skip to content

Export Data Records

How to export data

  1. Go to the Data Manager either from the Home card or from the Page Toolbar. Fields

  2. In Focused View, click Export. Fields

  3. Choose the export format (CSV or Excel). Fields

  4. Confirm to download the file.

What happens when exporting data

  • The exported file contains the records currently visible in the data table.
  • Filters, column selections, and ordering are preserved in the export.
  • You can open the file in Excel or another compatible tool.

Note: Use Save View before exporting if you want to keep a consistent filter/column setup.