Exporting Your Records

Exporting Your Records

Once you have filtered your list and organized your columns, you can export that information into a file for use outside of Clevr. The Export tool allows you to take exactly what you see on your Home Page and save it to your computer.

How to Export from the Home Page


The Export button is located in your top Tool Bar.
  1. Filter Your List: Use the Search tool to ensure only the records you want to include are currently visible.
  2. Organize Your Columns: Open the Columns menu to select the specific pieces of information you want in your file. The export will include every column currently visible in your list.
  3. Click Export: Click the Export icon in the Tool Bar to view your formatting options.
  4. Download Your File: Once you select a format, your browser will download the file to its default location.

Export File Formats

You can choose between two common file types depending on how you plan to use the information:
  1. Export as CSV: Select this format if you want to further process your data. This file type is designed for spreadsheet software like Microsoft Excel, where you can sort, filter, or perform calculations.
  2. Export as PDF: Select this format for printing or for reading the information on devices where spreadsheet software may not be available.

⚠️Data Safety and Guidelines

When exporting information from Clevr, it is important to remember that you are moving sensitive data onto your local device.
  1. File Handling: You must follow your organization’s or regional rules regarding the handling, storage, and disposal of downloaded files.
  2. Security: Ensure that any exported files are stored in a secure location as per your local data privacy policies.

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