Export Data to a .CSV File

Export data from a grid in Vantagepoint to a .CSV file.

To export data from a Vantagepoint grid into 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. To switch to list view, click in the top right corner of the hub form.
    • 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. In the bar at the bottom of the screen that asks if you want to save the .CSV file, click Save, Save As, or Save and open.
  4. On the save dialog box, select the folder in which to save the file, give the file a name, and click Save.
    You can save the file in Microsoft Excel or another spreadsheet application that supports .CSV files.
  5. Open the file in the in Excel or other software that supports .CSV files, and edit the file.