Throughout the web client, when an Export button appears above a table it indicates that the data appearing in the table can be exported as either a JSON or CSV file.

To export data

  1. Navigate to the page displaying the information to be exported. For example, if you want to export user information in order to see who can log into the product then you would navigate to the Users page.
  2. (Optional) Apply filters or search criteria to the displayed data.
  3. Click the Export button.
  4. On the export dialog, select CSV or JSON. Different information may be available depending on your selection. For example, when the data covers an array of information then the CSV will only report the number of items in the array whereas the JSON will contain the full list. This can be seen when exporting Account Groups data; the CSV will show the number of accounts in a group, but the JSON will show all of the information for all the accounts in a group.
  5. Click Fields to open the Export Fields dialog where you can select which fields to include in the report. The Export Fields dialog will be prepopulated with the selections made during the last export of data from the page.
  6. Click OK to save your selection.
  7. Click Sort By to open the Export Sort Order dialog where you can select the order in which to sort the previously selected fields. This allows you to organize the exported data according to your needs.
    • Add Sort Order: Use this button to add additional fields by which to sort the data.
    • Clear All Sort Orders: Use this button to clear all selected fields.
    • Drag up or down to change the sort order: When you have multiple sort orders, click and hold this icon with your cursor then drag the selected sort order to whichever spot in the list you want.
    • Order By: Use this drop-down to select a field by which to sort the data. Additional drop-downs are added using the Add Sort Order button. The Order By fields will be prepopulated with the selection(s) made during the last export of data from the page.
    • or Change Sort Direction: Clicking this button changes the sort direction for the field. For example, if you have selected FirstName in the Order By drop-down and as the sort direction, your exported data will order the results in alphabetical order based on FirstName.
    • : Clicking this button removes the associated Order By selection.
  8. Click OK to save your selection.
  9. Selecting the Limit Results check box displays the Number of results to include field which is used to limit the number of results that will be included in the exported file. The Number of results to include field will be prepopulated with the selection made during the last export of data from the page.
  10. Click Export.