Article Content

Overview

Users can export the data from a Simple Data Table using a .CSV, PDF, or Excel file. 

User Account Requirements

 Users viewing the Simpe Data Table can only see the data that their permissions allow.

Related Information/Setup

Please refer to the following articles for further information:

• Creating a Simple Data Table
• Creating a Simple Data Table View

Exporting a Simple Data Table

1. From the Simple Data Table, click the Export icon.

Export Icon

2. From the Export dropdown menu, select the file type you want to use to export the Simple Data Table:
   • Export to CSV: Streams all matching rows asynchronously without browser timeout limits.

CSV File

• Export to Excel: Preserves native data types (dates format as dates, numbers as numbers).

Excel File

• Export to PDF: Server-side rendered with user-selected page orientation (Portrait vs. Landscape), repeating column headers across pages, and running metadata in the header/footer (Report Name, Export Timestamp, and Exporting User).

PDF File

Note: Columns may appear truncated when exporting a Simple Data Table to PDF if the table contains a large number of columns.

Export Dropdown Menu

3. Exported files will appear in the connected PC's Downloads folder. Excel files, depending on your browser, may open an instance of Excel listing the extracted data.