Preview the Contents of a Data Export File Before You Generate It

Before you generate a data export file in the Exports utility, you can preview its contents and formatting to see that it is as you expect.

To preview the contents and formatting of a data export file before you generate the file:

  1. In the Navigation pane, select Utilities > Imports & Exports > Exports.
  2. Complete the appropriate set of steps:
    • When you create a new data export definition:
      1. On the Data Export Definitions form, click + New Export.
      2. On the Select Columns dialog box, select a data pack and the columns/fields from the data pack for the data export definition.
      3. Click Apply.
      4. On the Definition Setup form, after you complete the information to set up the data export definition, click the Preview action.
    • For an existing data export definition:
      1. In the grid on the Definitions tab of the Data Export Definitions form, click the name of the data export definition.
      2. On the Definition Setup form, click the Preview action.
  3. On the Preview dialog box, review the contents and formatting for the file.