📤Exporting Data from Views

Export a view to a file for sharing, archiving, or offline analysis.

Overview

Exports convert the current view into a downloadable file. Exports typically respect filters and visible columns.

Screenshot placeholder: export action in the view toolbar or overflow menu.

Tip: Use a dedicated export view named such as Export — Requirements (All).

Key Concepts

Export view: a dedicated view used only for export definitions
Scope: current view vs selected rows vs all rows (availability varies)

How It’s Used

Use exports for offline review and stakeholder distribution. Use dedicated export views to avoid accidental scope changes.

Benefits

Repeatable exports with predictable columns and filters
Cleaner handoffs to stakeholders outside Transform

Setup Steps

Naming pattern

Use this naming pattern:

Export — {Object} ({Scope})

For example:

Export — Requirements (All)
Export — Tasks (Open)
Export — UAT cases (Failed)

Export data from a view

Open export

Click Export (or the ⋮ menu → Export).

Choose format

Pick a format such as CSV or XLSX, if available.

Confirm scope

Confirm whether the export is for:

Current view
Selected rows
All rows

Download

Generate and download the file.

GIF placeholder: Export → choose CSV → download → open file showing headers match the view columns.

Best practices

Treat the view as the export definition. Set columns and filters first.
Export from a dedicated “Export” view to avoid surprises.
Sanity-check row counts after download. Compare to the view total.
Be careful with sensitive fields. Export only required fields.

Best Practices

Treat export views as controlled definitions.
Confirm filters and row counts before distribution.
Remove sensitive columns before exporting.

Summary

Exports create files based on view configuration. Dedicated export views improve consistency and reduce mistakes.