Export a Record Set to CSV

This guide requires Specify 7.7 or later!

If you would like to export a Record Set for compiling projects, special lists, a response to an outside query, or any other purpose, this guide will teach you how to export your desired fields to a CSV.

Step 1: Find the record set you want to export.

In this case, I am going to export the Record Set named Sorted Record set.

Step 2: Open the Record Sets menu from the navigation bar.

Step 3: Click on the :pencil2: icon to the right of the Record Set name.

Step 4: Click on Query.

Step 5: Select the query that contains all of the fields you wish to export or create a new one by clicking New.

In this case, this collection has a Default Collection Object query to use. I am selecting this option

Step 6: Run your query by clicking Query.

Step 7: Click on Create CSV. Once this is done, you will be notified when the export has completed.

Step 8: Click on your user Notifications in the top right of the screen. Now you will see that the query export has completed.

Step 9: Click Download. You can now share this export with anyone!