Exporting data to PDF or CSV

All views that display the Export button (Image) allow you to export the table of data to either a PDF or CSV (Comma Separated Values) file, which you can import to a third-party program, such as Excel. You may export all data in the table (includes all pages) or just the page that is currently displayed in the view.
  1. Navigate to the view that contains the data to export.
  2. To export only selected records, do one of the following:
    • To select non-contiguous rows, hold the Ctrl key and click each row.
    • To select contiguous rows, hold the Shift key, and click the first and last row.
  3. Click the Export button (Image).
    The Export window opens.
    Image
  4. Give the file at least a Title, select the file type, and click Ok.
    • PDF (Portable Document Format) is for ultimately printing the exported data.
    • CSV (Comma-Separated Values) is for processing the exported data in a spreadsheet or other application.
    Depending on your browser, a window opens with options for saving or viewing the exported file.