TABLE OF CONTENTS

• Exporting Records
  • Overview
  • Steps to Export Records
  • Further Support

Exporting Records

Overview

You can export records from ManagementStudio modules in either .csv or .xls formats. During export, you can specify the file name and destination. Exported files are compatible with spreadsheet applications such as Microsoft Excel and LibreOffice Calc.

Exported data appears in a table format, with columns and rows representing each field. The export includes the record ID along with other fields displayed in the module's list view (for example: User Migration, Devices, Applications, Defects, Tasks, Deployment Unit). The record ID is useful when performing data imports using the "Create new records and update existing records" function. For details, refer to the Data Importer article.

Export functionality is available in all ManagementStudio modules.

Steps to Export Records

• Select the records you wish to export from the grid list view in the module's main page.

• Click on the Copy drop-down menu at the top of the page.

• Select either Export to Excel (All) or Export to CSV (All).

• Choose the location to save the exported file.
• Enter a file name, then select Save to start the export.
• A notification will display Export Started, followed by Export Completed when the operation finishes.
• Navigate to the saved file, then open it in your preferred spreadsheet application.

The exported file will include all fields present in the module’s grid view.

Further Support

For additional guidance, visit the ManagementStudio Service Desk to search the knowledge base or to submit a new support ticket.