How to export records from a table to Excel
Data from an entire table or a filtered segment of records can be easily exported to an Excel file using the download data feature.
Select all desired records. Prior to downloading, apply filters, sorts, the hide field function or any saved views. These settings will be maintained in the downloaded file.
To export an entire table, confirm all filters are removed so that all records display within the view.
Click the Download data icon on the top panel (shown below).
Click either Selected records or All records in view.
Please note: The Excel file will download directly to your browser and will be sent to you via email.
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