What is a Tabular Report

The Tabular Report provides a CSV file export of individual records. It provides all the information on the main search entity in a grid-type format.

Required System Role: Standard User

Required Minimum Team Role: Contributor 

The data will be provided in an Excel CSV document.

Using the search tool on the right-hand side will allow you to filter down and refine the data that you would like to include in the report.

Once you have identified the records you want to include, expand the 'fields' section and select the fields to add to the spreadsheet in the panel at the left.

Finally, the 'Generate and Download' button will export the Tabular Report.