Export Data to a Comma-Separated Values (.csv) File

You can export data from a Vantagepoint grid to a comma-separated values (.csv) file.

To export data from a grid to a comma-separated values (.csv) 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:

   • The grids that display hub records when you open a hub and switch the form view to list view by clicking in the top right corner of the hub form.

     To export from list view, your user ID must be mapped to an employee record. You are notified via the Notification Center as soon as the .csv file is ready to be downloaded. The .csv file is stored in the FileStream database until you download it.

     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) supports paged grids that allow you to filter and export long lists of records from grids in the Labor tab, Expenses tab, and Units tab. For more information about paged grids, see Working with Grids.
   • The Vendor Balances grid in Cash Management > Vendor Payments.
2. On the grid toolbar, click .
3. Depending on the type of grid, one of these Export dialog boxes displays:

   Export as CSV

   Option	Description
   Request Export	If you are exporting from list view, click this option. The export is scheduled and you are notified via the Notification Center when the .csv file is ready to be downloaded.
   Export All	If you are not exporting from list view, click this option. The .csv file is available in the download bar at the bottom of the screen.

   Export List View

   Option	Description
   Export Format	CSV: Export data from the grid into a comma-separated values (.csv) file. Excel: Export data from the grid into an Excel spreadsheet.
   Export Codes as Additional Columns	Select this option to include both codes and descriptions in the export process. This completes the export with the defined formats. When this option is not selected, only the description is included.

4. Open the comma-separated values (.csv) file in a third-party application that supports .csv files, and then edit the file.