Export functionality

If export functionality is available, the button Export is displayed on the screen. You can apply a filter to the list of items and then export the filtered list into an Excel file.

To export the hit list into an Excel file

  • Click Export. The corresponding dialog is displayed:

    Figure 18: Export dialog

  • Optionally change the default name of the export file.

  • Click Start.

  • When the export is ready for download, the following message appears:

    Figure 19: Export finalization message

  • Click the link to download the export in the defined directory.

    Exports are prepared asynchronously in the background. You can switch to another view while the process runs. Once completed, a notification with a link to download the files will appear in the upper panel. If you end your session before the process completes, a notification with a link will be displayed upon your next login, allowing you to download the generated exports.

  • Exports can also be found in the room Activities in the WorkplaceClient [UM WorkplaceClient]. They will remain available for 7 days by default based on the settings of the “exportCleanupJob” (also see Jobs).