Export a Dataview

  1. From the Dataview toolbar, click tap Share .
  2. Click Tap Export.
  3. A dialog box opens at the bottom of the screen where you can:
    1. Open the Comma Separated Values (csv) file with Microsoft Excel (default) or select Other to open the file with another program.
    2. Save the file. After you click Save, you may be prompted to save the file to a location on your disk, or you can view the files that have been downloaded, depending on your browser.
    3. Automatically open or save the file automatically from now on.
      Note: These steps may vary depending on the browser that you are using.
  4. Select an option and click OK.

Download a Dataview that exceeds display limitations

If the number of records in an Employee or Business Structure Dataview exceeds the threshold limitation for displaying it, when you select the Dataview, a download option automatically opens so that you can create a download file of the data.

Note: You must have the appropriate privileges to access downloads.
  1. From the Dataview Library, click tap the Dataview that you want to view.
  2. If the Dataview has too many records to display, you receive a message asking whether you want to create a download of your selection. The message includes a Download button.
  3. Click Tap the Download button to create a download file of the data. You are automatically directed to the Downloads page where you can access the files.
  4. Select the download file of your choice. It is downloaded in comma-separated value (.csv) format and you can open it with the application of your choice. It is stored locally in your downloads folder.
  5. If you navigate away from the Downloads page and want to return to it, from the Dataview Library click tap Navigate to Downloads in the upper left of the page.