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About List View Data Export

Use the List View Export feature to:

  • Analyze data
  • Share data with another program
  • Create budgeting reports
  • Create charts and diagrams using a third-party tool
  • Send records to a .CSV file to view in a third-party spreadsheet program
  • If some records are selected in List View, export only the selected records or all the records. If no records are selected, then all the records in the List view are exported.
  • Save the file to a specified location in order to view/manipulate the data in the future

The file exports with the file name of the recordset and Export or Multiple and Export if exporting data from more than one recordset. For example, TaskExport.csv, BenchExport.csv, or MultipleExport.csv.

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