Export Information on a List/Grid Page

 

On any feature in Enterprise where you have a list of results on the page, such as Events, Accounts/Contacts, Service Orders, you are able to export the results. You can export the information listed to a PDF or Microsoft Excel. To export the information in the list:

  1. Navigate to the page with the list to export.
  2. Click Tools at the stop of the page, near the search filters.
  3. Select Export to Excel or Export to PDF. The Export Options window displays.
  4. The exported file name will default to the View you are currently in. In File Name/Header, change this if necessary.
  5. Select All Entries to export all data in the list. Select Selected Entries Only to only export the data selected in the list.
  6. Click OK.

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Comments

8 comments

Date Votes
  • Theresa Gorman

    Messy when exporting a screen that has tick boxes - can anything be done about this?

    0 upvotes

  • Sandra Bujnoch

    Hi Theresa,

    We will open a support ticket for this and look into it for you.

    Best regards,

    Sandra

    0 upvotes

  • Theresa Gorman

    Thanks Sandra - I have opened a ticket - it appears the issue is only when I have the calculated roll up field in the view which is a field that I need.

    0 upvotes

  • Kieron Marshall

    Is there any future plans for  the formatting to be exported,

    i.e in GL inquiry you can set up the nice colours and indents for the accounts and web view, but then you go to export it and you are stuck with vanilla black text.

    0 upvotes

  • Sandra Bujnoch

    Hi Kieron, I will check that for you and get back to you as soon as possible!

    0 upvotes

  • Sean Tame

    Also - the Heading and Subheading options in v19 were an essential ingredient in making the export of a well crafted view look more like a real report, can we please have this back in v20? Thanks.

    0 upvotes

  • Sandra Bujnoch

    Kieron and Sean - We agree these are good requests, but we currently have no plans to expand on the functionality that is available here today.

    0 upvotes

  • Elisabeth Bollmann

    Hi all,

    with most users being on v30 and having a modern look of the program, the exports to Excel still have the old design. Is there any possibility to either have Ungerboeck introduce a more modern design of the Excel export or even being able to personalize the design (by Organization)?

    Thanks, Elisabeth 

    1 upvotes

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