Export to CSV

App data can be exported to a .csv file. The file will have the App Fields as column headers and then each row represents one Record in the App. It will also export the Record ID as the first column and a reference to the appropriate Parent hierarchy in the second column if the Record is a child Record.

• [ID]: This is the unique identifier for a record that is assigned by the system in the form of a GUID
• [Hierarchy]: If your Application has a Parent Application then this is the [ID] of the Parent Record. For example, if you are exporting Actions and your Action App is linked to a Project App then the [Hierarchy] here is the [ID] of the Project that the Action relateds to.
• Column Headers: These are the Identifiers of the Fields in your Application
• Rows: Each row represents one record in the application

Running An Export To CSV

Step 1: Navigate to a Table Report and then select the records that you would like to Export. Clicking on the box next to the first Column Header will switch the Report into Record Multi-Select Mode. You can then either click all the records that you would like to include in the Export. If the export needs all the Records in the current filter then clicking on the box next to the first Column Header again will select all records.

Step 2: Once you have selected the Records that you would like to export, select the Export feature from the Record feature menu. 

Step 3: This will open an export module where you can choose the type of export that you would like. Select 'File (csv)' as the Export Type and then Confirm to run the Export. There are dialogue options available to make the CSV export more refined.

• Filename: Adding a friendly Filename here will save you time if you would need to rename it later.
• Export Type: Here we need to ensure that File (CSV) is selected. This will be set by default
• Report Fields Only: If this option is selected then the Field columns in the .csv file will match the Fields in the Table Report that you exported the data from. If the option is not selected then all Fields will be exported alphabetically.

• Exclude Read Only Fields: Commonly Exports are run to edit data. With this option enabled it will refine the Fields in the CSV to only include data that you can edit via an import into the App. Fields with Expressions, Backing Fields, Read Only Fields, Lookup Fields, List fields will not be included in the export

Accessing Your CSV Export

Exports will appear in the notification bell. Click on the notifications icon and select the download option to access your CSV file.

If you have desktop notifications enabled then you will receive notifications on the progress of your export. Once the notification shows as "Completed" there will be a download option within the notification with a button to 'Click to Download' - Dependant on browser, notifications are usually shown as toasties in the corner of the window.

Troubleshooting & Tips

Exports are recorded in Export Summaries in the Settings area. You can access your exports from here with the option to download past exports.

When selecting all Records to Export, it will take your current filter into consideration and only export all records that match the current filter criteria.

CSVs can be affected by your device system settings for handling CSV files. If your CSV exports all data into the first column of the file or if there are unexpected results then consult our CSV Troubleshooting Document.

Be prepared that the software you open your CSV in may affect the values such as removing leading zeros from numbers or it may be limited in its ability to handle special characters. Keep an eye out for this and choose your CSV loader appropriately to avoid issues, particularly if reimporting the data into your App.