Export Data from Dataset View

The Dataset View is a unified and aggregate view of all data ever submitted on this template. The Data tab view matches the current configuration of the template of visible fields. 

To access the Dataset View: 

1. From the datasets page, click into a Dataset.
    
2. All data submitted on this template is displayed. 
    
3. In the Dataset View, in the Data tab, view all data committed using this template by other users in your assigned Group.
   The data is organized chronologically with the most recent on top.
    
4. Customize the visible fields of data to be included in your export:
   • Use sort, filter, and quick filter on any field to narrow the data in the table.
   • Customize the visible fields temporarily.
      
5. Click the Download button.
   The Export Data modal displays.
    
6. Use the dropdown list to select the File Configuration of data to include. Options are:   
   • The current view of data (including filtered and/or sorted data or customized view of fields)
   • The outbound integrations as configured in Step 3 of the template  ( AWS S3, Box, Azure Blob Storage, SFTP, Google Cloud Storage, Email)
      
7. Select the file type:
   • XLSX 
   • JSON
   • CSV  
     Only CSV files are available when trying to export more than 1M rows of data due to limitations of Excel. Learn more.
      
8. Click Download.
   The time to export data is dependent on the volume of data a user is trying to export. Templates with many rows, columns, or both may take up to a few minutes to successfully download. Once complete, a notification displays at the bottom of the page.

What's Next: Read about customizing hidden/visible columns.

Updated November 06, 2026 15:42