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Records / Export

Record export to CSV #

Record export to CSV prepares a file from selected records. It is a different function from exporting the whole Database as a ZIP package.

CSV is useful when you want to review data in a spreadsheet, pass a selected record list for further work, or prepare data for a report or publication.

What can be exported #

Record export can include a single record, records selected on the list, or records matched by the current search filters.

Record set and CSV export #

This workflow can also be connected with the idea of a record set. First you select or filter the records that form a working set, then you export that set to a CSV file.

When to use CSV #

Use record export to CSV when you need a table for analysis, checking, correction or sharing a selected part of the data.

If you want to keep a full package of a Database, use Database export to ZIP. ZIP is intended for broader archiving, while CSV is intended for working with a concrete record list.