Exporting Data

CityScreen Deals can export list data to XLSX spreadsheet files. The export dialog is shared across list views — displays, documents, counterparties, and other record types use the same mechanism.

The export dialog

When you export a list, a dialog appears with the following options:

Column presets

A column preset defines which columns appear in the exported file and in what order. Presets save time when you export the same kind of data regularly.

Two kinds of presets exist:

  • Personal presets — visible only to the employee who created them.

  • Shared presets — visible to all employees in the organization. Creating, editing, or deleting a shared preset requires the appropriate permissions.

If you do not select a preset, the export uses the columns currently visible in the list view.

Custom filename

You can enter a custom filename for the exported file. The filename has a maximum length of 245 characters. Certain characters that are invalid in file names are not allowed.

If you leave the filename blank, the system generates a default name.

Synchronous versus queued export

The export mechanism works in two ways depending on the record type:

  • Queued exports — digital displays, printed displays, and documents are exported in the background. The system tracks the export status: you can check progress and download the file when it is ready.

  • Synchronous exports — counterparties and directory records are exported immediately. The file downloads directly.

All exports produce XLSX files regardless of the export path.

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