Export

Use the Export list to create, run, download, or delete exports. Open Export from Settings. User access depends on your permissions.

To create an export, follow the steps to add an export. Select the export type, format, and output fields that match the information you need.

To run or delete an export, select the ellipsis next to it in the list, then select the corresponding command. When the export finishes, select Download to save the results.

Tips for Working with Exports

• Before creating an export, identify the records and information you need. Select a matching export type, format, and output fields.

• For recurring tasks that use the same exports, select Groups to generate them together. See Export Groups for setup and generation steps. Export groups require a Queue subscription.

• Check your permissions if Export or the option to run an export isn't available. Ask your admin to review your access.

• Wait until an export finishes before selecting Download.