Exporting data from data views

Updated in 2026

You can export records from any data view into CSV (Comma-Separated Values) format or Excel (.xlsx) format.

To choose the right format, consider how CSV and Excel handle your data:

• CSV is a simple text format. All values are exported as plain text, without data types. As a result, numbers, dates, and currencies may require manual conversion after export.

• Excel is a native spreadsheet format. It preserves data types (such as numbers, dates, and currency), allowing you to sort, filter, and perform calculations immediately after export.

Use Excel export when you plan to analyze data. Use CSV when you need a lightweight, system-friendly format.

To export the records from a data view:

1. Display the data view that you wish to export the records from. All view customizations, such as summary statistics, filtering, grouping, sorting, etc., remain unchanged when exported.

2. Do one of the following:

• If you want to export all records in the data view, click the Export data icon on the data view's module menu and choose Export all (CSV) or Export all (Excel) from the drop-down list.

• If you want to export data from some particular records:

1. Select the records to export (for details, see Selecting multiple records).

2. Click the Export rows icon on the data view's module menuand choose Export selected (CSV) or Export selected (Excel) from the drop-down list.

Related Information:

Customizing grids