Export Sheet Data

You can export data from columns that have been manually entered to a CSV file. The data is for reference only and cannot be re-imported.

Note: You must have permissions to access a sheet. If you need access to a sheet not listed in the log, contact your company administrator.

Configurable Modules: <name> Manager [Code-based configurable manager]

To export sheet data:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Configurable Modules, and then select your code-based configurable manager (<name> Manager [Code-based configurable manager]). The log displays a list of sheets and the corresponding properties (on the right side), Properties tab.
  3. Double-click the sheet to open the sheet log that displays the columns.
  4. Select Menu Options ( ), and select Export.
  5. Select one of the following options:
    • Codes: To export a Microsoft Excel Comma Separated Values File.
    • Column Data: To export column details.

Configurable Modules: Generic Cost Manager

For Generic Cost Manager (CM0 or CM zero), see Generic Cost Manager.

Configurable Modules: <name> Manager [Code and Records-based configurable manager]-Sheets

To export sheet data:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Configurable Modules, select your Code and Records-based configurable manager (<name> Manager [Code and Records-based configurable manager]), and then select Sheets (<name> Manager [Code and Records-based configurable manager]-Sheets) to open the log. The log displays a list of sheets.
  3. Double-click the sheet to open the sheet log that displays the columns.
  4. Select Menu Options ( ), and select Export.
  5. Select one of the following options:
    • <sheet name> Summary Sheet: To export a Microsoft Excel Comma Separated Values File.
    • Column Data: To export column details.

Configurable Modules: <name> Manager [Code and Records-based configurable manager]-Class

To export sheet data:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Configurable Modules, select your Code and Records-based configurable manager (<name> Manager [Code and Records-based configurable manager]), and then select the class (<name> Manager [Code and Records-based configurable manager]-Class) to open the log. The log displays a list of sheets.
  3. Double-click the sheet to open the sheet log that displays the columns.
  4. Select Actions, and select Export CSV Template.
  5. Follow the prompts to complete the export.

Last Published Monday, October 13, 2025