Most of the data on Cloud can be exported offline to a CSV file. On pages where this is not possible, a temporary workaround is available to export data to Excel or CSV format.
Default export options
#1 Export quote BOM to CSV
Navigate to this view by opening an opportunity, the quote within the opportunity, clicking on the 3-dot menu in the top-left corner, and selecting the "Export to CSV" option.
#2 Export project BOM to CSV
Navigate to this view by opening a project, clicking on the 3-dot menu in the top-left corner, and selecting the "Export to CSV" option.
#3 Export Field User time entries to CSV
To navigate to this view, click on the "Time Entries" tab in the left navigation menu and click the Download icon in the top-left corner.
Similarly, you can download the list of opportunities and projects from the respective pages.
#4 Export products to CSV
To navigate to this view, click on the "Catalog" tab in the left navigation menu, click "My Products," and click the Import/Export button in the top-right corner.
Similarly, you can download the list of accounts and contacts from the respective pages.
Additional workaround
This process can be applied to export data from various views throughout the application.
1/ Open the view you want to export.
2/ Apply filters if needed.
3/ Switch to the "List view" option if and when possible.
4/ Scroll down the page to make sure all the records are loaded.
5/ Use the browser option to save the view/page to HTML format.
6/ Use one of the free HTML to CSV converters online.
