Contents of the Export as CSV Dialog Box
Use these options to export data from a Vantagepoint grid into a comma-separated values (.CSV) file.
The export process takes all the data from a Vantagepoint grid and outputs it to a .CSV file. You can then use Microsoft Excel, or another spreadsheet application that supports .CSV files, to open the file and filter, summarize, and format the exported data for reports or analysis.
Contents
The contents of the dialog box are dependent on where you clicked the Export as CSV icon /
Field | Description |
---|---|
Request Export | If you exported from list view, click this button to schedule the export from the grid. You will be notified via the Notification Center when the .CSV file is ready to be downloaded.
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. |
Export | If you did not export from list view, click this button to export the contents of the grid into a .CSV file. |
Cancel | Click this button to close the dialog box without exporting the grid contents to a .CSV file. |
Parent Topic: Export as CSV Dialog Box