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Quickly export a View to Excel, Word or Clipboard

Views can be used for on screen viewing, reporting and editing, but it is also possible to quickly export any view to Excel, Word or your Clipboard. Note that the quick export function is only available on the tab Reports.


Quickly export a view to Excel, Word or Clipboard

Step 1. Select or create the view you want to export.

Step 2. At the top of the view, click on of the buttons export to office and clipboard  to export the view to the clipboard, Excel or Word; exports to Excel and Word are downloaded to your computer.

Buttons for the quick export functions

Step 3. Either paste the view form your clipboard, or open the downloaded Excel or Word file.
Note: rich text fields are exported as plain text.