Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
- Our Approach to Accessibility
- Getting Started
- Preferences
- Activities
- Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Using the Case Portal
- Email
- Importing Data
- Leads
- Marketing
- Introduction to Marketing
- Event Management
- Compliance Records
- Force24
- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- GatorMail Configuration
- Sending Emails in GatorMail
- Advanced Features
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorPopup
- Integrations
- SFTP/FTP Processes
- Mapping
- DocuSign Functionality
- DocuSign – Worked Examples
- DocuSign – Reporting
- Adobe Sign Integration
- Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Integrations
- Microsoft Office
- Auditing
- Comments
- People & Organisations
- Introduction to People & Organisations
- Using Postcode Lookup
- Data Enrichment
- Reporting
- Using Reports
- Advanced Reporting
- Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Sagelink
- Configuration
- Contact Support
- Releases & Roadmap
Exporting Data
Workbooks enables you to export data from Workbooks grids in a format that’s compatible with Microsoft® Excel™ or in CSV format
Workbooks enables you to export data from Workbooks grids in a format that’s compatible with Microsoft® Excel™ or in CSV format.
In order to perform an export, you must have been granted the appropriate Export Capability, which is different for every record within Workbooks.
NOTE: If you use the Export button in the left-hand view column, then entire record base will be exported, despite any filters applied to the Landing Page. Using the button at the top to export will only export data included in the filters.
To export a grid, simply click on the Export button and choose either CSV or Excel. The export will include all the columns and rows you’ve activated in the view.
If you choose to export to Excel, Workbooks will generate an XML Spreadsheet. Microsoft introduced this format in Excel 2002 and all modern versions of Excel can read it, but you may see a compatibility message that you need to accept when you open the file.
NOTE: If your export includes columns that are displayed as currencies, the export will include 2 extra columns for each currency column; one contains the amount as a value, i.e without a currency symbol and without any thousand separators; the other contains the currency code, rather than a symbol. These columns will be appended to the right of the columns you’ve chosen to export, as shown in the screenshot below.