Exporting Data

You can export the current grid view to a CSV file for analysis in Excel, Google Sheets, or any tool that reads CSV.

Download CSV

1. Click the Download CSV icon in the toolbar (cloud-download icon).
2. Your browser downloads a .csv file containing all rows in the current grid view.
3. Open the file in your spreadsheet tool of choice.

If the Download CSV icon is missing, your admin has not enabled CSV export on this grid.

What gets exported

• The columns you currently see (hidden columns are not exported). Use Column Settings first if you need to include or exclude specific columns.
• The rows that currently match your filters and search.
• The current sort order.
• Cell values as displayed — for example, picklist labels rather than API values, and formatted dates.

Pagination and the export

• Client-side pagination: the CSV contains all records matching your filters up to the grid's record limit — not just the current page.
• Server-side pagination: the CSV contains only the pages you have already loaded/viewed. To export everything, scroll through all pages first, or switch the grid to client-side (admin only).

Large exports

• If your grid has thousands of rows, expect the download to take a few seconds.
• Very large exports (tens of thousands of rows) are best done with the grid set to Client-Side pagination and a higher record limit — coordinate with your admin if needed.

Tips

• Before exporting, hide any columns you do not need and apply filters to narrow the data — this keeps the file small and easy to work with.
• For recurring exports, save your column layout and filters once; they will be applied automatically each visit.