export to excel.

shukurmukhtarov
Tera Contributor

Hello. How i can export incident to excel file?. I can do it to PDF and XML   but not to excel. Is there any way to do it.

1 ACCEPTED SOLUTION

Another idea



1. Filter a list of incidents down to the single incident you want to export to excel


2. Right click at the top between the fields, and click import (I'll explain in a second why)


3. Select "Update", then click "Create Excel Template"



The reasoning is that the template for updating a list of records will export out every single field on the table related to the list of records you were just on. Exporting to excel normally from a list will just show the currently visible fields.


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14 REPLIES 14

zica
Giga Guru

Hi Shukut,



Open incident page, right click on the related list, you will get an export menu :


find_real_file.png



kind regards,


ZA


Do not feel shy to mark correct or helpful answer if it helps or is correct


you can also do it from report menu as following : (right click on list i.e short description, name, etc... )



find_real_file.png



kind regards,


ZA


Do not feel shy to mark correct or helpful answer if it helps or is correct


I dont have excel row in the list. I have pdf and xml. How i can add excel row


That is stange. I think either you've got a limitation with your profile (are you logged in as an admin) or you could also have an ACL on this table that is preventing you to export data.


The ACL should be like this :


Type : record


Operation : report_on


NAme : Table name


Could please check that ?