Audience: All Targetprocess users
Any view in Targetprocess, regardless of type, can be exported. Anyone in Targetprocess can export any view to which they have access.
Exporting a View
- Navigate to the View you wish to export.
- Filter your View as necessary to display the data you want to export.
- Select Actions.
- Select Export to JSON, Export to CSV, or Export to PNG.
- Select Export to JSON, Export to CSV, or Export to PNG.
- Locate the exported file in your Downloads folder of your device.
Understanding File Formats and View Types
The type of file format(s) available will depend on the View Type you are using. Refer to Targetprocess: Navigate and Filter Views to learn more about the different types of Views.
The following table outlines the available file formats to which you can export different types of Views:
| View Type | CSV | JSON | PNG | |
|---|---|---|---|---|
| Board | Y | x | x | x |
| One by one | Y | x | x | x |
| List | Y | x | x | x |
| Roadmap | Y | x | Y | x |
| Report | Y | Y | x | Y |
Additional Information about Exporting
- By default, the number of exported entities (cards, rows, etc.) is limited to 5,000.
- Below 5,000 entities, regardless of how many entities are shown on the View, all the cards displayed in the View will be exported to the file.
- Note: If you have your View filtered or focused on a particular set of cards, rows, or columns and then export it, you will see the same set of cards in the exported file as what is shown in the View.
- Attachments and images cannot be exported from Targetprocess. You can only save them manually using the Save button for each individual file or image.