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Reporting › Sharing Data with Other Users › Export a View to a CSV File

Export a View to a CSV File

You can export the contents of a view to a file in comma-separated values (CSV) format. The .csv file format is compatible with spreadsheet applications, such as Microsoft Excel. When you export a view, all view contents are exported as raw data.

Note: A limit of 5000 managed items is enforced for CSV export. Items that exceed the limit are not exported from the database.

Follow these steps:

  1. Log in as a user with the 'Export to CSV' role right.
  2. Navigate to the report that contains the view that you want to export.
  3. Click the Edit icon Click the Edit icon to change view settings. on the view, and select Export to CSV.

    The browser prompts you with options to open or save the exported file.

  4. Select the Save option if you want to supply a filename.
  5. Browse to the location where you want to save the file, and click Save.

    The view is saved as a file in .csv format.