Exporting Records and Smart Views

Last updated: November 3, 2026

Estimated reading time: 2 minutes

Overview

Export records directly from their list pages in Coperniq. Use filters to choose the records and column settings to choose the information included in your CSV.

Where Export Is Available

Section

Page

Home

Work

CRM

Accounts, Opportunities

Projects

Projects

Service

Service Work

Financials

Invoices, Bills, Material Orders, Timesheets

Database

Vendors, Financiers

Export Records to CSV

  1. Open the page containing the records you want to export.

  2. Apply any filters you need.

  3. Customize the columns to include the relevant fields. Add, remove, or rearrange columns as needed.

  4. Review the list to confirm it contains the records and information you want.

  5. Click the CSV icon in the top-right corner.

The exported file uses your current filters and selected columns. You can open it in Excel, Google Sheets, or another spreadsheet application.

Export a Smart View

Open your saved Smart View from Browse Views or Starred Views within its section, then click the CSV icon in the top-right corner.

The export uses that view’s filters and columns. You can adjust them before downloading if you need different information.

User attachment

Tips

  • To export a specific date range, apply a date filter on the page.

  • Save frequently used filters and columns as a Smart View to reuse them for future exports.

  • Review your column settings before exporting to ensure the CSV includes all the fields you need.