Export Records to .CSV Files

Use the List View to export records from Deltek to a .CSV (comma-separated values) file and print associated reports as needed.

To export records:

  1. Open a form that contains one or more records that you want to export.
  2. On the hub toolbar, click List View.
  3. Click Actions > Export.
  4. On the Download to CSV dialog box, click the link for the file to export.
  5. Open the file from its current location or save the file to disk and close the dialog box.