This guide shows you how to export Actions from the Dashpivot web platform as a CSV or PDF. Users CSV download also includes actions source data such as: Project/Team (Source), Template (Source), Form ID (Source).
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Dashpivot Contributor
Skills Required: Dashpivot Navigation
Device Type: Computer/Browser
Subscription: Dashpivot
Step-by-Step Instructions
Go to the Home Folder.
Navigate to Actions.
Select the actions you want to export by clicking the checkboxes on the left hand side. You can either select all actions, or choose specific ones individually
Click Download CSV or Download PDF from the options.
For Download CSV, choose one of the following:
Visible register view columns only
All columns
For Download PDF, choose one of the following:
Register only
Register and actions
Actions only
Actions only with original photo files
Notes
The CSV export includes source data such as Project/Team (Source), Template (Source), and Form ID (Source).
Exported data can be used for analysis and reporting in tools like Excel or Power BI.
You can export all actions or only selected actions depending on your needs.