How do I enable the ability to Export to CSV?

The Export CSV option is a list action button that can be accessed below the map, under the Actions button in the lower right of the map. This button allows you to export your data into a spreadsheet.

If not listed there, a Geopointe administrator will need to activate it.

To Activate Export to CSV

Navigate to Geopointe Setup and click on the Actions tab. Under List Actions, find Export CSV. Click Edit and check the box for Available (Web)

Note: User must also have the Export Reports permission enabled in their user profile or permission set in order to use this action. 

For more information and a short video, see our Post-Install instructions for actions.