Exporting plans

The Export Wizard is used to manage configurations of CSV exports. A configuration contains the exported columns, their order and the separator, as well as the information whether the whole Plan is exported into the same file, or each borehole’s information into its own file. If boreholes are split into their own files, the exported file is a zip containing all of the holes’ files.
  1. Go to Plan view Sites > [select site] > [select level] > [select plan]. Click the Export CSV file(s) icon to open the Export Wizard.
  2. Select a saved export configuration or click New configuration to create a new export configuration.

    The wizard will ask all the needed information for the configuration, and will finally present a preview of the data this configuration would export.

  3. Give a name to the configuration, and click the Save button.
    The wizard will ask whether you want to export a file using the new configuration straight away.

The configuration is now saved and can be used by clicking the Export button next to its name. The configuration is visible and usable by anyone under the same company as you.