Search

Export Table View

With our platform's new tables, users can export all records in their current table view for offline viewing and analysis.

Note: This feature is available for all screens using the new tables; however, this article will reference the Active Assessments screen. For more information on managing table views, please see our full help article below:

Exporting a Table View

  1. From the Assessments Module, navigate to the Active Assessments screen and select the desired Table View you wish to export. On the top right of the table, click on the 3 dots icon as shown below. Then, select Export (.csv or .xlsx) to continue.

    Export Table View 1

  2. The Exporting Table Data modal will populate. Click Export button to continue. Once clicked, a success message will appear at the bottom of your screen.

  3. Once the export has finished processing, you will receive an email with the download link. Click Download File button. Your file will download to your browser.

Note: Download links sent via email will expire 24 hours after delivery.