Export Data

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You can export data from your EstateExec estate, for your records or to share with other people (you can also grant online access to anyone you choose).

To export any EstateExec table into a CSV (Comma-Separated Value) file, select an export option (see below) from the menu in the top right of the table. When you export a CSV file, a file named "download.csv" will automatically download to your computer, which you can then import into any program that accepts CSV files (such as Excel).

Example estate asset table PDF

Table Export Options

There are 3 variants of CSV table exports:

  • "As Shown" — Exports the current table as shown.
  • "Selected" — Same as "As Shown", but only includes rows that have been selected (via the checkmark in the leftmost column), and in default sort order.
  • "Raw Data" — Exports all columns of the current table, and ignores any filters or sorting you may have applied.

Note: All variants export only the data to which the browser table currently has access. If there are older items that reside only on the server, the "Include Older Items" button below the table will be active. If you want to export ALL data ever known to the system, repeatedly press the "Include Older Items" button until it indicates that there are no more, then do the export.

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