Exporting a list as a file

Exporting a list as a file is available to systems administrators and managers with the Read only and Full control access level (see Creating a role).

To export the list of objects as a file and get it by email:

  1. On the page navigation bar, click Export  https://docs.activeplatform.com/download/thumbnails/45745942/image2019-8-14_14-5-31.png?version=1&modificationDate=1565780731306&api=v2 . The Choose file type menu appears.

    image2019-8-15_12-11-13.png

  2. Select the preferable file format:XLSX.CSV.

A file in the selected format with exported data will be sent to the manager's email who has requested the data.