We're excited to announce a new feature that allows our users to export data from Records to Excel. This allows our users to use their own Excel powers to further analyze their data. This feature is now live for all ForSitePro customers.
You can watch a short video of it in action below.
Steps to Export:
Go to any Records page
Click on the "Export to Excel" button in the top right corner of the DataGrid
You will be prompted to save the generated excel file
Select the location where you want to save the file and click "Save"
The excel file is now saved with a header row and the appropriate columns and rows populated with the current data displayed in the Records DataGrid.
You can also choose to export only selected records by selecting specific records in the Records DataGrid before clicking on the "Export to Excel" button. You will then be given the option to export "All Records" or "Selected Records Only"
Note: The exported data will reflect any filters or exact sorting applied to the Records DataGrid. Additionally, the exported file name will be named according to the context of the data: FSP-Records-[RecordType}-[MM-DD-YYYY].xls, where [MM-DD-YYYY] is the current month, day, and year.