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Required permission:
  • View data source
  • Export Data Source

Export from Data Source

  1. Open Data Source and pick the data type in the list beside the records.
  2. Click Export.
The export runs in the background, so instead of downloading the file straight away the app shows Export data is currently being processed: You can view its status on the Data Export page.
Export notice
Click Data Export page in the message to open Export & Import › Export. Your export appears there, and you download the file when it’s ready. See Export.

What the file contains

  • Columns: the fields marked Show on table on the data type, the same columns you see in the list.
  • Records: every record of the data type, whatever is typed in the search box. For a data type with Scope Data by Hub on, only the records of the hub you are working in are included, and the Hub column holds one hub name per row.
  • Format: an Excel (XLSX) file.
To choose the columns yourself, or to filter more precisely, start the export from Export & Import › Export and choose Data Source there.
Export is greyed out when you don’t have the Export Data Source permission, when no data type is selected, or while the data type is being prepared.