Export Creatio data displayed as a list to an *.xlsx file for processing and further use. Export to Excel is available for section lists, details, and “List” dashboards.
To export records, run the Export to Excel command in the action menu of a section (Fig. 1), detail (Fig. 2), or “List” dashboard (Fig. 3).
After you run the Export to Excel action, Creatio will download the file that contains every list record. If you specify records via multiple selection, the file will contain only the selected records.
Creatio will export only the columns that are displayed in the list. If the list has custom column titles, the exported file will display them as well.
The export operation takes the data types into account and formats the data if necessary. For example, if the exported list includes a column of the “Date” type, the corresponding column in the Excel file will be formatted similarly.
The columns in the exported file have an optimal width. If the exported values are wider than the column, the file will wrap them.
Creatio does not export contact photos and account logos.