Exporting a List
You have the ability to export almost any list throughout the platform. The export button is located along the bottom of each list, and more complex data types will present you with a dropdown containing various options.
Navigate to a list that you would like to export.
Scroll to the bottom of the page.
Click Export along the bottom right of the list.
The list will immediately begin to export or present you with a dropdown.
How Export dropdowns work!
Let's take the Shipment list as an example. The shipment is a very complex data type that can contain various Revenue Lines and Commodity Details. If you are to choose Revenue Lines from the export list, you will be presented with a csv (Excel) that contains a shipment line for EACH revenue line.
Navigate to a list that you would like to export.
Scroll to the bottom of the page.
Click Export along the bottom right of the list.
The list will immediately begin to export or present you with a dropdown.
How Export dropdowns work!
Let's take the Shipment list as an example. The shipment is a very complex data type that can contain various Revenue Lines and Commodity Details. If you are to choose Revenue Lines from the export list, you will be presented with a csv (Excel) that contains a shipment line for EACH revenue line.
Updated on: 03/14/2021
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