The data exporting feature comes with the TreoCore system out of the box and is available on any entity list view page. It allows you to export the desired data fields in the XLSX (Excel) or CSV format.
Open any entity list view page, select the desired record(s) and click the
Export option in the mass actions menu:
The following setup pop-up will appear:
Here you can select the export file format (XLSX or CSV) from the drop-down list, and define the fields to be exported or select the
Export all fields option to export all fields available in the given entity.
By default, the required fields are displayed in the
Field list box, but you can modify the list, if needed.
To start exporting the data, click the
Export button in the setup pop-up – the export file will be downloaded in the defined format.
By default, data export is enabled for all TreoCore users. However, export permissions can be disabled by the administrator. In this case, the
Export option will not be shown in the mass actions menu:
To get the data export ability back, please, contact your administrator.