Views & reporting / 0:08 · Silent demo

Export a case view to Excel

The work behind the clip

The same work. A clearer view.

A view can be a starting point for work outside the system. This clip demonstrates the export choice and a prepared download confirmation; the workbook's contents follow the selected view.

Explore product views

What happens in the clip

  1. 01

    Open the export menu

  2. 02

    Choose Excel

  3. 03

    Review the illustrated download

No narration. The written steps describe the on-screen sequence.