Export data from a grid in
Vantagepoint to a .CSV file.
To export data from a
Vantagepoint grid into a .CSV file:
-
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
.
- The Vendor Balances grid in
.
-
On the grid toolbar, click
.
-
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.
-
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.
-
Open the file in the in Excel or other software that supports .CSV files, and edit the file.