GUIDE STATUS:
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- Navigate to a record list you would like to export. A list of projects is used in the example below.
- Filter your record list by following the Using Lists guide.
- Once your list is ready to export, right click on a column header. A menu with list options will appear.
- Hover over Export and export options will appear for the list.
- There are a few different export options. To export to a an Excel, CSV, or JSON file, select Excel (.xlsx), CSV, or JSON from the menu.
- To export to a PDF, hover over the PDF menu item, and select Portrait, Landscape, Detailed Portrait, or Detailed Landscape.
- A progress dialog box will appear. Click the Download button to save the export to your computer.
Update Log
| Updated By | Date | Notes |
|---|---|---|
| Michael Anthony Waara | First draft complete. Pending review. | |
| Michael Anthony Waara | Initial creation. |