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

In various places throughout PPM Administrator, you can export data from a grid in the list view of a selected form to a CSV file.

The export process takes all the data from a grid in PPM Administrator and outputs it to a CSV file. You can then open the CSV file in a spreadsheet application that supports this file type. You can then modify the contents of the file (filter the data, format the contents, and so on) to produce useful reports and analysis. The CSV file is fully formatted to accommodate special characters in users' names, ensuring compatibility.

You can modify the contents of the file (filter the data and select columns) to produce useful reports and analysis. For more information, see Working with Grids.

The file name format of the exported CSV file can be any of the following:

• Users.csv — Exporting users from the Users form.
• <UserName>_Objects.csv — Exporting data objects from the LOCKS tab on the Users form.
• <UserName>_Groups.csv - Exporting groups from the GROUPS tab on the Users form.
• Groups.csv — Exporting groups from the Groups form.
• <GroupID>_Users.csv — Exporting users from the USERS tab on the Groups form.
• Roles.csv — Exporting roles from the Roles form.
• <RoleID>_Association.csv — Exporting associations from the ASSIGNMENTS tab on the Roles form.
• Objects.csv — Exporting objects from the Locks form.
• Custom Menu.csv — Exporting custom menu from the Custom Menu form.
• LoggedInUsers.csv — Exporting users logged in to a license from the Manage login on the Licenses form.
• Queues Export.csv — Exporting process queues from the Queues grid on the Process Servers and Queues form.

If the same file exists in the destination folder, PPM Administrator adds an incremental number next to the file name, for example, Users (1).csv.

You can access the CSV file from your local machine's Download folder or the configured browser download file path and open it in Excel.