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.

First navigate to a list Report and then select the records that you would like to Export. You can also click the box at the top left of the Report to select all Records in the App matching the current filter applied.

Once you have selected the Records that you would like to export, select the Export feature from the Record feature menu at the top right of the screen. 

This will open an export page where you can choose the type of export that you would like. Select 'File (csv)'

- Report Fields Only: If this option is selected then the Field columns in the .csv file will match the Fields in the List Report that you exported the data from. If the option is not selected then all Fields will be exported alphabetically.

- Exclude Read Only Fields: Like the one above when selected, it will export more relevant fields that can be imported, it will remove these fields when exported:

• Fields with Expressions
• Backing Fields
• Read Only Fields
• Lookup Fields
• List fields 

Once you have confirmed these options click on the tick icon at the top right of the pane to initialise the export. 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' - notifications are shown in the notification bell at the top right of the screen.

Note: Exports are recorded in Export Summaries in the Settings area. You can access your exports from here with the option to download past exports. To access this select Settings from the COGs menu at the top right of the screen and choose Export Summaries in the left pane menu.

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