Export a Grid in the Desktop Client
Export a grid to use CSM data in other applications for reporting or display purposes. You can export to a .csv or Excel file.
You can export any available field in the Business Object or related Business Object (Business Object in a 1:1 Relationship with the selected Business Object.)
Note: To ensure a
manageable amount of data is displayed, grids that are displayed in the CSM Desktop Client (except
those in the Form Arrangement) are limited to a maximum of 20,000 rows even though there
may be many more rows of data available. To access all of the data in a grid, export or
print the grid. In the Form Arrangement, Grids are not limited for displaying data,
exporting, or printing.
Note:Search Results grids allow you to select multiple records at one
time and export the contents or run a One-Step™
Action on
those selected records. On all other types of grids, exporting or printing a grid will
export or print all rows of data.
For example:
- Export customers to a .csv file to use a spreadsheet tool to manage a mass-mail communication.
- Export Priority 1 Incidents to use the data as text in a report or presentation.
- Export Knowledge Articles to include them in a troubleshooting manual.
To export a Grid in the Desktop Client: