Exporting Tab Rows - trillium_discovery - 17.1

When you open or drill down to rows in a tab view, you can save the data displayed in the tab by exporting it as a comma-separated value (CSV) file. Save the file to your local (client system) drive to share and view the file in other applications.

To export selected or all tab rows

1. Open the tab whose contents you want to export.
2. Select the row you want to export by clicking the check box, or anywhere in the row, to highlight it. To select multiple rows, press the Ctrl or Shift key and click the rows you want to export. To select all rows on a page, click Select Page. To select rows on other pages of the same tab, click the next button at the bottom of the page.
   Note: If you plan to export all rows on the tab, you do not have to pre-select the rows.
3. All columns in the view will be exported. To remove columns from the view, add a column to the view, or change column positions:
   1. Click Column View Options > Choose columns. The Choose Columns window opens.
   2. Move the columns you do not want exported to the Available Columns section.
   3. Move the columns you want exported to the Included Columns section.
   4. To change the order that columns display in the view, move columns up or down in the Included Columns section by dragging and dropping the column name, or selecting the name and clicking the up or down arrows.
   5. Click Done.
4. Click Export Rows or Export Results and select one of the following:
   • Export Selected Rows.
   • Export All Rows.

   The Export Rows window opens.

   Note: Choosing Export All Rows exports all available rows on the tab, not just those shown in the current tab page.
5. Enter a name for the .CSV file. Do not include any of the following invalid characters in the file name:  \ / : * ? " < > |
6. Click Export.
7. Do one of the following:
   • Click Save. The file is exported to your browser's default download location: C:\Users\username\Downloads. If there is a file with the same name in the download location, the file name will be appended with a unique number.
   • Click Save As to save the file to a specific location. In the Save As window, browse to the location where you want to save the file and click Save. If there is a file with the same name in the download location, you are prompted to replace the file. Click Yes to replace the file or No and then enter a unique name. Click Save.
   • Click Save and Open to save the file to the default location and open the file now. If there is a file with the same name in the download location, the new file name will be appended with a unique number.