Export a List of Records

In this lesson, we will describe how to export the records that you have found in a List View.  The export will contain the same columns you have enabled on the List View and the records will be in the same order (sorted) that you have on screen.

Note: The Quick Report editor can also be used to generate an export. With the QR Editor, you can select columns/fields that are not on your List View and also perform many calculations.

Open the List View

Select Data

Export the Report

Export the Report

Enter Save As filename and location

Enter Save As filename and location

Open the file in a spreadsheet application