How to Personalize CA Clarity PPM › Work with Lists › Export the Lists

Export the Lists

You can export the information from any list portlet that displays the Export to Excel (Data Only) icon in the Options toolbar. Exporting to Excel is especially helpful when the list extends over multiple pages. To use statistical operations such as SUM and AVERAGE, export and view the list in the Excel format.

Note: If the Export to Excel icon is not displayed, the list is restricted.

The following rules apply when you export information in a list:

• You can run only one active export at a time.
• If you apply filter criteria, only the filtered results are exported.
• Only first-level items are exported.
• Only the fields that are displayed in the list are exported.
• Only the items that are listed on the page are exported. If you have more than one page, export these pages independently.
• For items that contain charts (including Gantt charts), you can export a maximum of 300 items.
• You can export an unlimited number of items without charts. Use the Export to Excel (Data Only) option, and leave the Maximum rows for the Export to Excel field empty.
• The exported information appears in Excel or PowerPoint the way that information appears in CA Clarity PPM.
• You can export some CA Clarity PPM pages that contain portlets, like the Overview page. If you can export a page of portlets, the export option is available.

Important! Expect certain changes in how information is displayed in Excel when you export CA Clarity PPM information to Microsoft Excel.

Before you export information, verify that you are exporting the returned results and have not applied any pagination.

Follow these steps:

1. Open the list page that contains the information you want to export and click the Export to Excel icon.
2. Open the list as an Excel spreadsheet, or save it to your local desktop.

More information:

How Information Transfers from CA Clarity PPM to Excel