Welcome to Community Week 2025! Join us to learn, connect, and be recognized as we celebrate the spirit of Community and the power of AI. Get the details  

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.


View solution in original post

14 REPLIES 14

I am logged as admin. Could you share screenshots. ACL?


ddddd.png


Oh hey, I think I see the issue.



When you're in an individual record, you can only export to pdf or xml. When you're looking at a list of records, that's when the options to export to excel or csv become available to you.



Hope that helps.


zica
Giga Guru

Unfortunately, I have not got any ACL on my instance.


Here is a screenshot :


find_real_file.png



Kind regards,


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


I found ACL but could not find   row NAme : Table name. How i can add it?