How-To Export Table Data to a Spreadsheet
CT

Cody Tucker

Created Jan 03, 2022

How-To Export Table Data to a Spreadsheet

Any Data Table in the platform can be exported to an XLSX or CSV file. For this example, we are going to focus on the Regulatory Tab. 

19
    a

Convey640

9 Steps
1

Go to app.convey640.com

2

Click on Regulatory

Click on Regulatory
3

Click on OCC Orders

Click on OCC Orders
4

Click the Hamburger Menu In Top Right Corner

Click the Hamburger Menu In Top Right Corner
5

Click on Download XLSX (or CSV)

Click on Download XLSX (or CSV)
6

Pop-up Browser Message Will Appear...Click OK

Pop-up Browser Message Will Appear...Click OK
7

Open Email Client and Click Link

Open Email Client and Click Link
8

Save File

Save File
9

Open Spreadsheet

Open Spreadsheet
Well done!
Create how-to guides like this in a snap. Get Tango now.