CSV Export

This feature must be configured by an administrator.

Export what you find in the Search or Manage application as a CSV file. You can extract the result and its key metadata and classification information.

It creates a file that can easily integrate into your existing business processes. You can pass the data to admins or data owners to manage. Or, you can feed it into other systems like analytics and reporting platforms.

The properties you export are up to you and can be saved as templates to use in the future.

Creating a CSV Export

You can create a CSV export within the Search or Manage app.

1. From your results list, select the items you want to export.

2. Select Export CSV at the top of the table.

   • This will open the Export CSV modal.

3. Export Name - Add a name for the exported CSV.

Choosing Your Properties

1. Available - Select the plus button on the properties and entities you want to export for the selected items.

   • You can search for the properties and entities in the search bar at the top of the column.

   • The properties you select will be added to the Columns to export area.

2. Remove Properties - You can remove a property by selecting delete on the property in the columns to export field.

3. Rearrange Properties - You can order how the properties will appear in the CSV by dragging the fields up or down the columns to export field list.

   • Items at the top of the list will appear first in the columns of the CSV.

4. Select Export when you are happy with the properties and order.

Using a Template

You can use a preexisting template to populate the properties.

1. Template - Select the template dropdown.

2. Choose the template you want to use for this export.

   • It will populate the properties previously saved into the Columns to export field.

3. You can still add more properties or rearrange the properties for this export.

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Managing Templates

Creating a Template

1. Save Template - Once you add properties to the columns to export area select the save template toggle to save the settings for the future.

2. Template Name - Add a name for this template.

   • Your template name must be unique.

3. This template will be saved when you select Save & Export.

Updating a Template

If you select a template and make any changes to it you can save the changes.

1. Select the template.

2. Make any changes to the columns to export.

3. Select the Save Template toggle.

4. Choose either Save changes or Save as a copy.

   • Save Changes - This will update the existing template with the changes you have made.

   • Save as a copy - Will create a new template that you need to name.

     • Your template name must be unique.

5. The template will be saved when you select Save & Export.