How Do I Export Records to a File?

To export records (such as your clients), you can choose to export them either in a CSV file (with tabulation used as a separator, so it would be more accurate to call this format “TSV”, but it is less common), or in an Excel file. To export, you need to first select the desired dataset from the switcher on the home screen of the app, and then select the appropriate item from the drop-down menu.

Please note: only those records that are currently displayed or being used by the current representation, taking into account access settings and applied search or filtering parameters, will be included in the exported file.