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Help Center

  • Overview
  • Getting started
    • Create an Asset
    • Create an Abstract
  • Working in an abstract
    • Getting into Edit Mode
    • Edit a Field Value & Link
    • Create a Link
    • Remove a Field's Link
    • Change the Abstract Name
    • Change the Abstract Template
  • Search, AI, and data
    • Ask AI - Chat with Your Abstract & Documents
    • Keyword Search (All Documents)
  • Documents
    • Uploading
      • Uploading a Document to an Existing Abstract
      • Upload Misc Documents
    • Downloading
      • Download Individual Document
      • Download an Abstract's Documents
      • Bulk Download Documents by Asset
      • Bulk Download Documents (All)
    • Deleting
      • Deleting Documents
  • Exports and reports
    • Exporting Views to Excel
    • Exporting Views as a PDF
    • Export Abstract to Excel
    • Export Abstract to PDF
    • Exporting Dates to Calendar
  • Team
    • Invite a New Team Member
    • Creating Custom Roles
    • Navigate Between Teams
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    • Set up Multi-factor Authentication

Exporting Views to Excel

Export a saved view to Excel.

1

On a table, click Export.

On a table, click Export.
2

Choose Excel, then export the current columns or all fields.

Choose Excel, then export the current columns or all fields.

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