How to Export Grid on the Company 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 Company Grid?

Navigate to Admin then View Companies:                             

                             

On the View Companies page, click on the Actions drop-down button and click Export Grid

Ensure the grid contains the data you wish to export. Once clicked, the file will download in a .csv format with a naming convention Companies_*date*.csv.

Note: By using the `Search` box, the export will then be adjusted to show just the filtered data. 

The spreadsheet file can now be opened in your preferred program for further analysis and manipulation. The exported file will contain the following fields:

• ID
• Name
• AccountCode
• ParentCompanyName
• ParentCompanyAbbreviation
• Phone
• Email
• OrganisationName
• OrganisationAbbreviation
  
• Status

Example:

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