Export a Table from a Record

Last Updated on:
March 6, 2025

Purpose

This guide outlines how to export a table from a record. Export options include:

  • CSV
  • Excel

Instructions

1. Click the Create View icon to the left of a table.

2. A View will be created and will appear in the process navigation panel, if applicable. 

3. Right-click any column or cell in the View and select Export from the menu options. 

4. Select your desired export format.

5. Open the file after downloading.

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