Export record data

You can export the data associated with selected records, or the entire collection, to a PDF, Excel, or CSV file to share the data with others.

Export individual records

1. Perform one of the following steps to display the module pane:

   • In the navigation pane, click the  Account Switcher and then select the appropriate account and module.

   • Click to display the module pane.

2. Select the collection for which you want to export data.

3. Select the check box for each record to be exported into a single file.

4. Select Export and then select the output format (PDF, Excel, or CSV). A popup indicates when the report export has finished.

5. Click Download Link in the popup to download the exported report.

You can also click Notifications and click Download in the export notification to download the file.

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Export a collection

You can export the data for an entire collection to be shared externally.

1. Click to display the module pane.

2. Select the collection for which you want to export data.

3. To display a summary row with totals for numeric fields, click and then select Row Summary. The summary () row is displayed above the records.

4. In the header, click Export . The export menu is displayed.

5. Perform one of the following steps:

   • To export the collection data, select the output format (PDF, Excel, or CSV).

   • To export only the summation row with totals for numeric data fields, select Export summary for the output format (PDF, Excel, or CSV).

   A popup indicates when the report export has finished.

6. Click Download Link in the popup to download the exported report.

You can also click Notifications and click Download in the export notification to download the file.