Export Requests into a CSV File

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Within the Requests tab, requests can be exported into a .CSV file and then made into a custom report using your spreadsheet software.

Important Notes

  • Only Owner and Manager users can access this feature.

  • Internal Personnel users cannot export requests.

Instructions

  1. Sign in to your site if you have not done so already

  2. Begin by using the Filters within the Request's tab List View to narrow the Requests that will appear within the listRequest tab filters.

    Note:

    The results you view on your screen will be the results that are exported.

  3. Click Export Requests in the top right-hand cornerExport Requests icon.

  4. Select Confirm on the pop-up that says It may take several minutes to complete the export. Are you sure you want to continue? Export confirmation pop-up, Confirm button.

    Note:

    If your export is large, it will be emailed to you. If your export is smaller, then it will be available immediately.