CAPS2025 Exporting Grid Information

Grids / lists / overviews can all be exported to Microsoft Excel.

Exporting Main Grid Information

Either selected items, or all items, can be exported from the Main Screen grid. The steps are similar to generating a report.

To export items in a Main Screen grid:

• Go to the Main Screen.
• Select the Units that the report must show, with the scoping bar (see CAPS2025 Reports);
• Select other key parameters, with the filter (see CAPS2025 Generating Reports). Note: Each Main Screen, has different key parameters that can be filtered for the export.
• Select one or more rows in the grid.
• Click on the Export button, in the toolbar, to open the Export window.

Click the Export button in the Main Screen Toolbar. 

• Specify if you only want to Export selected rows.

Specify if you want to Export only selected rows. 

• Click Export.

Exporting Grid Information from Details Pages

Information from the individual grids, included in the Details Pages, can sometimes also be exported to Microsoft Excel. If so, the export button will be available in the individual grid’s toolbar.

Click the Export button to export the individual grid’s information to Excel.