Export Data to an Excel File

You can export data from a grid to an Excel file.

Prerequisites: To export from list view, your user ID must be mapped to an employee record.

To export data from a grid to an Excel file:

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

   • In hubs, the grids that display when you switch to list view by clicking on the form

     You are notified via the Notification Center as soon as the Excel file is ready to be downloaded if there are more than 500 records and the process server was used to process the export. The Excel file is stored in the FileStream database.

     If you are exporting more than 500 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 Interactive Billing application (Billing > Interactive Billing)

     Use paged grids in Interactive Billing to filter and export long lists of records from grids on the Labor tab, Expenses tab, and Units tab. For more information, see Working with Grids.

   • The Vendor Balances grid in Cash Management > Vendor Payments
2. On the grid toolbar, click .
3. On the Export from list view dialog box, select one of the following options:

   Option	Description
   Export Format	Select Excel. The export is scheduled and you are notified via the Notification Center when the file is ready to be downloaded.
   Export Codes as Additional Columns	Select this option to include codes and descriptions when exporting.

4. Click Export.
5. Open the file in Excel for analysis.