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

     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. On the Export from list view dialog box, select an option:

   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.