Export Directly From a View
I would like to see the ability to export directly while working on a View, and not have to back out and go to the App Overview page.
It is certainly possible to add another link for each view on a dashboard to export it. Our only concern would be having too many links on a dashboard causing it to get cluttered. We have logged this request for our Product team to evaluate. We can see the benefit if you are exporting your views often.
Exporting selected records could also be a nice time-saver. It could be a great way to quickly export a subset of records. Fow now, in some scenarios you may be able to use the Quick Filters feature to narrow down which records need exported.
John Carson commented
Could this be something also enabled from views contained within a dashboard? Currently you have to click the link to load the full view and then look at the little menu in the right corner for this option. Seems like it would be more user friendly for the option to show distinctly with an XLSX icon near the view pane and I'd like to see the option from the dashboard view.
It would also be nice to be able to use the checkboxes in Views to Select Records to Export from the view.
Thanks for all the work you do to make TrackVia. I look forward to seeing the constant improvements from feedback.
Thank you for listening! And doing!
karthik mathan commented
thanks for adding this feature!
We agree! It would be a much better user experience. It will be coming in the near future!