Export a Grid

Export a Grid to use CSM data in other applications for reporting or display purposes. You can export any available Field in the Business Object or related Business Object (Business Object in a 1:1 Relationship with the selected Business Object.

For example:

• Export Customers to a .csv file to use a spreadsheet tool to manage a mass-mail communication.
• Export Priority 1 Incidents to use the data as text in a report or presentation.
• Export Knowledge Articles to include them in a troubleshooting manual.

Export a Grid to the following formats:

For information about Grids in the Browser Client and Portal, see Browser Client Grid Functions.

To export a Grid in the Desktop Client:

1. In a Grid, click File>Export Grid or right-click>Export Grid.
   Note: Exportable Fields are organized by category; uncategorized Fields are listed at the top, and are likely listed in the menu. Relationships Fields are listed below the Relationship node (example: Incident Links Problem Fields).
2. Select the columns to export by moving them to the Selected Fields box.
3. Verify the Truncate long fields check box is selected to truncate exported fields at 300 characters. Clear the check box to export the entire contents of fields with more than 300 characters.
4. Define the file options:
   1. Click the Browse button.

      The Chose Export File window opens.

   2. Provide a filename for the exported file.
5. Select a file type for the exported file.
6. Click OK to begin the export.