How to Export Grid on the Carrier Account Page
What is the Export Grid:
The Export Grid function provides the user with the ability to extract a data file which contains a snapshot of the data which is contained on that data grid.
How to Export the Carrier Accounts Grid?
Navigate to Admin then Carrier Accounts:
On the Manage Carrier Accounts page, click on the Actions drop down button and click on the `Export Grid`.
Note: By using either of the following: `Search`, `Company`, `Carrier` or ‘Include Disabled’ filters the export will then be adjusted to show just the filtered in data.
Once clicked, the file will download in a .csv format with a naming convention as Carrier Accounts_*date*.csv.
Note: This export is limited to the top 4000 records
The exported file will contain the following fields:
- ID
- Name
- Abbreviation
- AccountCode
- Carrier
- CarrierAbbreviation
- OwningCompany
- OwningCompanyAbbreviation
- ParentCarrierAccount
- ParentCarrierAccountAbbreviation
- Status
Example:
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