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 list:The Requests tab's List View section with filters to narrow searching.

    Note:

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

  3. Click Export Requests button in the top right-hand corner:The Export Requests button highlighted on the Requests tab.

  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?:The Report Completion confirmation pop-up with the Confirm button highlighted.

    Note:

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