Export Filtered Data

Exporting filtered data allows downloading only needed model records to a file for further analysis or processing. This instruction will show how to export filtered model data.

When Needed

  • You need to save certain model records for analysis in external tools.
  • You want to export only filtered records instead of all data.
  • You need to transfer specific data to other departments or systems.
  • You want to create a backup copy of part of the model data.

What's Important to Know

  • Exporting filtered data — downloading only records that match set filters.
  • Available formats: CSV, XLS, XLSX depending on system settings.
  • Only records displayed in the current view considering filters and sorting are exported.
  • You can export all records if filters are not applied.

Prerequisites

  • You are logged in with analyst rights.
  • You have navigated to the Custom Data module via Apps -> Custom Data.
  • You have an opened model with records.
  • Filters are applied if needed to select needed records.

Step-by-Step Instructions

  1. In the Custom Data module, open the needed model.
  2. If needed, apply filters to select records that need to be exported:
    • Configure filtering conditions for needed fields.
    • Make sure only needed records are displayed.
  3. Find the "Export" or "Download Data" button (usually located above the records table).
  4. In the dropdown menu or dialog, select the file format for export:
    • CSV — for opening in text editors and simple tables.
    • XLS or XLSX — for opening in Microsoft Excel or Google Sheets.
  5. Click the "Export" or "Download" button — the system prepares a file with filtered data and offers to download it.
  6. Wait for file generation to complete and save it on your computer.

What Happens After

The file with filtered data is downloaded to your computer, and you can open it in a program that matches the selected format. Data is ready for further analysis or processing.

How to Verify It Worked

  • Check that the file downloaded and has the correct name.
  • Open the file and make sure only filtered records are exported.
  • Check that all fields and columns display correctly.

Other Methods

  • You can export only selected records instead of filtered ones.
  • Some systems allow selecting specific fields for export instead of all model fields.
  • Use sorting before export to get ordered data in the file.