Functions of the Grid: Exporting Records

When you need to export a collection of data, you should export the records.

You should navigate to the page that contains the records you wish to export using in the ribbon.

1. Click the located near the upper right hand corner of the page

2. Most times, all records are automatically selected to be exported. You can individually deselect certain records by clicking the before the column type, or click mass deselect and click the columns desired

   • Other times, you also have the option to export one record or a select few:

   • Click the pop-up tab entitled Export X item(s)

   • Click Yes

   • Select date

   • Click Save

3. Select an export format

4. Select an export

5. Select an export strategy

   • Download the export file. This will allow you to have a copy that can be shared later on when needed

   • Email the export file to your email connected to the Maha Platform

   • Email the export file to another user. Use this option to send the export to another user on the platform

   • Email the export file to email address. Use this option to send the export to someone not on the platform

6. Click Export