Export data from modules

All the Items present in the Items module can be exported in a .CSV, .XLS, or .XLSX format. You can also choose to export the items that are added during a time period. The export file consists of all the field values in the respective columns.

Configure the template of export file

The template defines the fields from the Items module that will be included in the export file. You can create a new template or edit an existing template.

To export data

Select the respective module from which you want to export the data.
Click the More icon and select Export [Items].
In the Select Module drop-down list, Items module will be selected by default. You can change it if required.
Select All Time or Specific Period.
If Specific Period is chosen, enter the From and To date.
Select an export template from the Fields in Export File drop-down list.
To add a new template, do the following:
- Click + Add New.
- Enter the Template Name.
- Click Add a New Field and select a field from Zakya.
  You can modify the Field Name in Export File if required.
- Click Save and Select.
Select the format of the export file in the Export As section.
Enter a password for the export file if required.
Click Export.