> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/getting-started/exporting-data-from-views.md).

# Exporting Data from Views

### Overview

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

{% hint style="info" %}
Screenshot placeholder: export action in the view toolbar or overflow menu.
{% endhint %}

{% hint style="info" %}
Tip: Use a dedicated export view named such as `Export — Requirements (All)`.
{% endhint %}

### 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

{% stepper %}
{% step %}

#### Open export

Click **Export** (or the `⋮` menu → **Export**).
{% endstep %}

{% step %}

#### Choose format

Pick a format such as **CSV** or **XLSX**, if available.
{% endstep %}

{% step %}

#### Confirm scope

Confirm whether the export is for:

* Current view
* Selected rows
* All rows
  {% endstep %}

{% step %}

#### Download

Generate and download the file.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
GIF placeholder: Export → choose CSV → download → open file showing headers match the view columns.
{% endhint %}

{% hint style="warning" %}
**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.
  {% endhint %}

### 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.

#### Troubleshooting

<details>

<summary>Export is missing columns</summary>

Exports often include only visible columns.

Add the columns to the view, then export again.

</details>

<details>

<summary>Export option is not available</summary>

This is usually a permissions issue.

Ask a Project admin for export access.

</details>

#### Next steps

* [Creating and Customizing List Views](/getting-started/creating-and-customizing-list-views.md)
* [Creating and Customizing Board Views](/getting-started/creating-and-customizing-board-views.md)
* [Creating and Customizing Gantt Charts](/getting-started/creating-and-customizing-gantt-charts.md)


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