How do I export data to Excel? - agileChilli
Exporting data from agileBase
Open up the tile the data is in and click the view you want to export from.
Clicking on the printer icon opens a pop up window which has the option of exporting to excel:
You will get a spreadsheet containing all rows, plus data for any charts set up for the view, one spreadsheet tab per chart.
Privileges and administrator setup
The system administrator has a number of options to control data exports.
In the manage tab of a table, you can select whether the table contains commercially sensitive data (ticked by default) and/or personal data (see https://gdpr-info.eu/art-4-gdpr/). If either of these options is ticked, you’ll also be able to set up a notification if a user exports more than a certain number of rows
The system will also show you which groups of people have permissions to export – see below.
Firstly, anyone who has ‘manage’ privileges on a table can export data from it.
For other users, permissions can be set both at the view level and at the role level, so
- the user must belong to a role with export privileges (disabled by default)
- the view they want to export from must have exporting enabled (enabled by default)
To assign export privileges to a role, edit the role in the Administration section and tick ‘allow export’.
To allow exporting of a view, go to the manage tab of that view and tick ‘Allow users to export, if they’re also a member of a role with export privileges’