Enabling Export On Grid

Enabling or disabling the export icon on a list screen

Grids offer an option to export data to a .csv file you can open in Excel. When enabled, a cloud export icon will appear beside the gear:

If this icon is not visible you may need to enable it. This can be done by following the steps below.

  1. Customize the screen to go to the Designer Mode.
  2. You may be prompted to view the screen as read-only, or to Create a new version. Create a new version.
  3. In the screen designer find and select the grid. In the example below, we are editing the invoices grid.
  4. On its properties panel on the right, uncheck Hide Export from the settings section.
  5. Save the changes to your screen and close it.

The export option should now be enabled on your screen. 

If you have other users who will need to see your changes, you may need to make your new version live.

Was this article helpful?

Can’t find what you’re looking for?

Contact Us