CSV Export
Via More (⋮) → Export as CSV, you download a view's data as a spreadsheet file.
What gets exported
The export follows the view, not the Grid
Exactly what's visible in the current view gets exported:
- only the entries the filter lets through
- only the visible columns
- in the current column order and sort order
If you want everything, switch to an unfiltered view with all columns first.
A view specifically for exporting
If you export regularly, a dedicated view pays off: exactly the columns you need, in the order the target system expects, with the right filter. Then the export is one click instead of rebuilding it every time.
What the export is useful for
| Purpose | Note |
|---|---|
| Backup before risky changes | Before type changes and bulk deletions |
| Analysis in a spreadsheet application | For ad-hoc analysis and pivot tables |
| Handover to another system | Accounting, mail merge, statistics |
| Moving to another Grid | Export, then CSV import |
Limits
What the export doesn't take along
- File attachments — only references or names, not the files themselves
- Links — as display text, not as a reference. Re-importing doesn't recreate a link.
- Calculated fields — as the calculated value, not as the calculation rule
- Hidden columns — not at all
- Structure — views, forms, flows, and pages can't be exported
For a complete migration, a CSV export is therefore not a backup of the structure. It backs up the data, not the application.
Accented characters and Excel
The exported file is UTF-8 encoded.
When Excel breaks accented characters
Double-clicking the CSV file opens it with the wrong encoding in some Excel versions — Müller becomes Müller.
The reliable route: in Excel, use Data → From Text/CSV, and choose UTF-8 as the file origin there. In LibreOffice Calc, the import dialog appears automatically.
The export itself is fine — it's an opening problem.
Permission
The export requires the appropriate rights. If the menu item is missing, check your role.
In published portals, you control whether visitors can export via the block setting Show CSV download.
Enable export in portals deliberately
If Show CSV download is on, visitors can download the entire visible dataset — not just view it. For portals with personal data, you should leave this off.