Export Data to a .CSV File

You can export data from a Vantagepoint grid to a comma-separated values (.CSV) file.

To export data from a grid to a .CSV file:

1. Open an application that has a grid with the Export as CSV icon on the grid toolbar.
   Examples of grids that have the export capabilities:

   • The grids that display hub records when you open a hub and switch the form view to list view by clicking in the top right corner of the hub form

     To export from list view, your user ID must be mapped to an employee record. You are notified via the Notification Center as soon as the .CSV file is ready to be downloaded. The .CSV file is stored in the FileStream database until you download it.

     If you are exporting more than 100 records, the following Vantagepoint applications automatically leverage the process server when exporting records from list view: Projects hub, Employees hub, Firms hub, Contacts hub, User Defined hubs, Activities, and Users.

   • The invoices grid on the Invoice History tab in Billing > Interactive Billing
   • The Vendor Balances grid in Cash Management > Vendor Payments
2. On the grid toolbar, click .
3. On the Export as CSV dialog box, select an option:

   Option	Description
   Request Export	If you are exporting from list view, click this option. The export is scheduled and you are notified via the Notification Center when the .CSV file is ready to be downloaded.
   Export All	If you are not exporting from list view, click this option. The .CSV file is available in the download bar at the bottom of the screen.

4. Open the file in the in Excel, or another third-party application that supports .CSV files, and then edit the file.