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Export a List View as a Spreadsheet in Texada Web

Describes how to export a view of a list to an MS Excel or CSV spreadsheet in Texada Web.

Type

How to

Audience

Texada Web Counter

Products

Texada Web

Context

Export a list view to a spreadsheet when you need to interact with the list data or need to generate a report out of the list data to someone that does not have Texada Web and Texada Mobile access. 

For example, you could export the list of assets to a spreadsheet if you need to display a certain class of asset, but only for the last month. You could then forward that report to the company owner so they can make a decision on whether to keep or retire the piece of equipment. 

You can export to one of two spreadsheet formats: MS Excel, or CSV format.

The exported view is based on the information that is currently contained in the list view.  For more information on customizing list, see: "Customize and Filter a List in Texada Web”.  For more information on creating a custom list view, see: “Use a Custom List View in Texada Web”. 

Note: Not all lists have export functionality, and not all lists support exporting to both excel and CSV spreadsheets.

Before You Begin

Required: Internet connection, valid Texada Web credentials and access permissions, existing list, sufficient storage space on your device

Optional: mobile device with an internet connection

Steps

To export a view as a spreadsheet, do the following: 

  1. Locate the list you need to export
  2. Load or create the view you need to export
  3. Use the export dropdown FLWAViewExport1to select one of the following:
    1. Select Export to Excel if you need to export the view as a MS Excel spreadsheet
    2. Select Export to CSV if you need to export the view as a CSV spreadsheet
  4. FLWAViewExport2
    The view is downloaded as a spreadsheet in your browser
    FLWAViewExport3