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GUIDE STATUS: IN REVIEW

  1. Navigate to a record list you would like to export. A list of projects is used in the example below.



  2. Filter your record list by following the Using Lists guide.
  3. Once your list is ready to export, right click on a column header. A menu with list options will appear.



  4. Hover over Export and export options will appear for the list.



  5. 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.



  6. To export to a PDF, hover over the PDF menu item, and select Portrait, Landscape, Detailed Portrait, or Detailed Landscape.



  7. A progress dialog box will appear. Click the Download button to save the export to your computer.

Update Log

Updated ByDateNotes
Michael Anthony Waara First draft complete. Pending review.
Michael Anthony Waara Initial creation.
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