Exporting Data from a Data Grid

Exporting Data from a Data Grid

Applies to any SDL data grid — permits, units, applications, licenses, and more.

1. Find the export icon. Look in the data grid toolbar for a folder icon with an arrow, located near the filter and print icons.
2. Click the export icon. This starts the export process.
3. Choose a save location. The system will prompt for a local folder on the computer to save the file to.
4. Name the file. Enter a file name and save.
5. Answer "Use Selected Records?"
   • Click No to export the entire grid as it currently appears, including any filters applied.
   • Click Yes if specific rows were pre-selected (for example, 6 out of 15 records) and only those should be exported.
6. Confirm the delimiter. If prompted to choose a delimiter character, the default works fine and doesn't need to be changed.
7. Access the file. The grid exports automatically as a CSV and can be opened from the folder chosen in step 3.