Export Data to a Comma-Separated Values (CSV) File

Use a form in list view to export information to CSV. The CSV file only contains information or columns that can be added to a form's list view.

To export data to a CSV file:

1. In the Navigation pane, click SECURITY and select a form.
   By default, the detail view of the selected form displays.

   Exporting data to a CSV file is only supported on the Users, Groups, Roles, and Locks forms as well as in the Queues grid on the Process Servers and Queues form.

2. Switch to list view by clicking at the upper right portion of the form.
3. In the list view of the selected form, use the Grid Settings button in the grid header to select and reorder columns.
   For more information, see Working with Grids
4. Take one of the following actions:
   • To export one or more records, select the checkbox to the left of each row that you want to export in the grid and click either Other Actions > Export Selected Rows or .
   • To export all records, make sure no records are selected and click either Other Actions > Export All or .
5. In the Export as CSV dialog box, click Download.
   PPM Administrator saves the downloaded file to the local machine's Download folder or to the configured browser download file path.
6. Open the file in Excel for analysis.