Exporting a register as a CSV on Dashpivot Web lets you bulk download form data from a template’s register view so you can work with it in tools like Excel, Power BI, or other data platforms. You can choose to export only the columns you see on screen or include all available columns in the register.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: Active Dashpivot Web plan
Permission: Access rights to the template and its register view
Skills Required: Dashpivot
Device Type: Computer (web browser)
Subscription: Dashpivot Web subscription
Step-by-Step Instructions
Go to the template register view that contains the forms you want to export.
Mark the checkboxes next to the forms you want included in the CSV.
Click Export CSV and select the CSV download option you prefer (visible columns only or all columns).
CSV Export Options You Can Choose
Here are the two choices you’ll see when downloading:
Download visible register view columns only:
This option exports only the columns you currently see in the register view on screen.Download all columns:
This option exports every column in the register view, including those that are hidden.
You’ll also need to specify whether you want the export in the Standard or Autofill Data format based on how you plan to use the data.