Entries shown as a table — on a dashboard or a directory page — can be taken out as a spreadsheet, so you can share them, print them, or keep working on the figures elsewhere. The spreadsheet matches the table in front of you: the same rows, after any filtering you have applied.
Export from the list
An entry table has a toolbar above its rows. When your role can export, that toolbar carries an export option alongside the other table actions.
Export takes the list exactly as you have narrowed it, so set the table up first:
- Open the page or dashboard that shows the entries you want, and find the table.
- Filter, search, and sort the table until it shows the rows you want to take out. See filtering entries for the controls.
- Open the export option on the table's toolbar.
- Choose how much of each entry to include — the columns shown in the table, or every field captured on each entry.
- The spreadsheet downloads to your device, ready to open.
Because the export follows the table's filters, search, and sort, narrowing the table first is how you decide what lands in the file. A table filtered to one site and one month exports only those entries; an unfiltered table exports every entry it can show.
The spreadsheet mirrors the table as you have set it up. Filter and sort the table first so the file holds only the rows — and the order — you want.
What gets exported
The file is a spreadsheet (an .xlsx file) that opens in Excel, Google Sheets, or a similar tool. It starts with a title row naming where it came from and the date and time you exported, then a row of column headings, then one row per entry.
You decide how wide each row is when you export:
- The columns shown in the table — the file mirrors your table: the same columns, in the same order, holding each entry's number, when it was logged, who logged it, and the data fields on screen. Columns you have hidden stay out of the file.
- Every field on each entry — a fixed layout that leaves nothing behind: the entry's number, when it was logged, who logged it, where it sits in your tree, and all of its remaining field values gathered together. Reach for this when you need the full detail, including fields the table does not show.
Values read the same way they do on screen: a coded option appears as its readable label, a linked site or person appears by name, and dates and times are formatted rather than shown as raw values. For how those readable values are built, see viewing an entry.
Both choices honour the table's filters and search, so the spreadsheet holds the same set of entries as the list you exported from — differing only in how many fields each row carries.