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 topical menu, view all data committed using this template.
   The data is not organized chronologically but by a Claravine ID.
   
   
   
4. Customize the visible fields of data to be included in your export:
   • Filter data using the sort, filter, and quick filter on any field to narrow the data in the table.
   • Customize the visible fields  temporarily.
     
   • For a complete dataset export, be sure to include all hidden columns
     
     
5. Click the Download button.
   The Export Data modal displays.
   
   
   
6. Use the drop-down 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:
   • CSV
     Only CSV files are available when trying to export more than 1M rows of data due to limitations of Excel. Learn more.
   • XLSX 
     
     
8. Click Export.
   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.

Watch the video showing you how to export data from the Dataset View.

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