Conga Product Documentation

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Exporting Records from Grid View to CSV or Excel

This section explains downloading records from the Grid View or List View page in CSV or Excel format.
To Export Bulk Records from Grid View as CSV or Excel
  1. Navigate to the page where the records are displayed in Grid View.
  2. Use the checkboxes in the grid to select specific records you want to download. If you want to download all records, select the Select All checkbox.
  3. Click Download () icon to view the export options. From the dropdown menu, select the desired file format, such as Export as CSV or Export as Excel.
    Attention:

    When exporting bulk records as CSV or Excel from Grid View, errors may occur if the number of records exceeds Excel's limits. It may throw different errors depending on which specification is not met or if a limit is exceeded. You can take the appropriate action based on the error description. This applies to list pages that allows downloading grid records in CSV or Excel format. For more information on Excel's specifications and limitations, refer to the Worksheet and Workbook Specifications and Limits.