Knowledge: Exporting data in bulk to an Excel spreadsheet
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Knowledge
Title*Exporting data in bulk to an Excel spreadsheet
ManualAdministration
Manual Level TwoSearch
Created27/03/2025
DetailData can be bulk exported from Sysero to Excel provided that the user has the role permission to "Allow export".
By default the Excel spreadsheet will contain only the title of the record/profile, and a link. Any additional metadata will need to be enabled for export in the form designer. To enable a field you will need to edit it and go to "Behaviour settings" -> "Allow exporting".
Please note that if you are using advanced forms mode then this will need to be done on the search form. For simple forms mode this doesn't matter.
Additional Manual Locations
Administration | Data Rooms | Forms Design |