Describes how to export a view of a list to an MS Excel or CSV spreadsheet in Texada Web.
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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
To export a view as a spreadsheet, do the following:
- Locate the list you need to export
- Load or create the view you need to export
- Use the export dropdown to select one of the following:
- Select Export to Excel if you need to export the view as a MS Excel spreadsheet
- Select Export to CSV if you need to export the view as a CSV spreadsheet
The view is downloaded as a spreadsheet in your browser