Export View

Most list views include the options to export the contents of the grid to a data file. Three options are available:

  • Export/View as Excel file

  • Export/View as CSV file

  • Export/View as XML file

To export the contents to an Excel, CSV, or XML file, select the appropriate option. The file is created immediately and presented in your browser’s download prompt.

The data file contains the rows and columns that are present in the view. If the view is filtered or has columns customized, the file contents will reflect it accordingly. Only the grid contents are exported; the contents of the tree pane and info panel are not included.

For the Excel and CSV files, the rows and columns correspond to those of the grid. Column headings and column sequence are per the grid.

For the XML file, the structure has a single ResultSet parent element containing a Row element for each row of data. The Row element contains elements that correspond to the grid columns (in the same sequence), with the tag names being the column headings, concatenated with spaces trimmed. For example:

<ResultSet>
  <Row>
    <ColumnName1>...</ColumnName1>
    <ColumnName2>...</ColumnName2>
    <ColumnName3>...</ColumnName3>
  </Row>
  <Row>
    <ColumnName1>...</ColumnName1>
    <ColumnName2>...</ColumnName2>
    <ColumnName3>...</ColumnName3>
  </Row>
</ResultSet>

The file name is based on the type of record, prefixed with View-of-. For example, the file name for an Alerts view would be View-of-Alert.xls, View-of-Alert.csv, or View-of-Alert.xml.

Note:

  • If a cell contains commas, they are preserved in the output.

  • Numbers are output as they appear in the grid.

  • Timestamp fields are output with the full date and time.

  • Boolean values are output as true or false.

  • Images and icons are output as the name of the image.

  • Virtual, calculated, and hidden columns are excluded.

  • A maximum of 2000 rows may be exported. If the view exceeds 2000 rows, the file is truncated, and a notification is issued.