Difference between revisions of "Exporting List View Results to Microsoft Excel"

Revision as of 13:16, 21 June 2013

Click here to watch a video on creating and editing List Views.

A major feature of SmartSimple list views is that list view results can be easily exported to Microsoft Excel. Once your list view has been created, take the following steps to enable exporting to Excel:

1. Go to the list view configuration page.
2. Click into the list view for which you wish to enable exporting.
3. Click on the "Export" tab.
4. Select the option.
5. Click the "Save" button.

• The Export button will now be enabled for your list view.
  
  
• You can also tell the system where you want the results of the list view export to be positioned in the resultant Excel spreadsheet. Visit this page for instructions.
• Additionally, you can upload an Excel spreadsheet to be used as a template for list view result exports. Visit this page for instructions.
• SmartSimple uses special rules for exporting values stored in currency formats to Excel. Visit this page for detailed information.

See Also

• List View Overview
• Accessing the List View Configuration Page
• Configuring List Views
• Setting the Sort Order on a List View
• Exporting List View Results to Microsoft Excel
• Exporting List View Results to Microsoft Word
• Download files from List View
• Preparing Existing Word Template for List View Export
• Quick Edit
• Historic List View
• Configuring Interactive List View Charts
• Positioning Exported List View Results in your Excel Spreadsheet
• Using an Excel Template for List View Export Results
• Import/Export and Integration Techniques Overview
• Exporting Currency Values to Excel from List Views