How do I access Workspace data offline?

You can export data from Workspace for offline viewing and verification. For example, a sales manager might want to export a list of accounts to perform a more in-depth analysis of their sales team or for reporting purposes.

Only sales manager and sales administrator roles are granted the predefined security privilege ZCA_WORKSPACE_EXPORT to access the export data feature in Workspace.

The Export List button enables you download data from Workspace as a comma-separated values file. You can then use this file to view or analyze your data offline.

Click Export List to download all data in the result set. The result set is determined by the columns displayed in the Workspace UI. Export doesn't include data for hidden columns. It includes all the rows filtered by the current filter criteria applied.

The default number of rows to export is 2000 and the maximum limit is set at 10000 rows. You can change the default number of rows by changing the Maximum Number of Records for Export parameter from the Parameters tab on the Configure Adaptive Search page. See the related topic Edit Adaptive Search Parameters for more information.

When the maximum limit of rows to export is reached, a warning message is displayed prompting you to click Continue to export the first 2000 rows in the result. This action generates a file containing the first 2000 rows of the result set. If you don't want to export the result set, click Cancel to return to the Workspace UI.

The exported file contains the results set data displayed in the same column headers and in the same order as displayed in Workspace.

Note: You can also export personally identifiable information (PII) if you have the required access to view PII attributes in Workspace.