Exporting to CSV and Excel
The export button on every table, what the styled workbook contains, why a cell starting with an equals sign is marked as text, and the draft email to the system manager.
The Export button on every table downloads the table as it stands: every row the filter leaves — across all pages, not only the ones on screen — in the current sort. It offers two files.
| File | What you get |
|---|---|
| CSV | Comma-separated text, for any tool that reads tables |
| Styled Excel | A workbook with colors, column widths, a frozen header row and a filter |
The file name carries the download date.
The styled workbook
The sheet opens right-to-left, the header row is frozen and carries a filter, and every column gets a width decided in advance. Dates are written as real dates rather than text, so sorting inside the sheet orders them by time.
The export is size-bounded. A workbook that exceeds the limit is refused with a message saying how many cells it asked for and what the maximum is, instead of being written partially.
The CSV file is written in UTF-8 with a byte order mark, because without it a spreadsheet on Windows opens Hebrew as mojibake.
Documents in other formats
PowerPoint, Word, PDF, image and HTML come from the same renderer, and reach a user through Presentations and Scheduled reports — not through a table's export button.
The format list is a runtime question: it is asked of the server. HTML and Excel are always available; the rest depend on optional components on the server. A format that is unavailable is shown with its reason rather than as a grey row with no explanation, because a missing button teaches nobody anything.
Send to the system manager
On the recommendations screen, beside each system, there is Send to the system manager.
The button does not send mail. It downloads a draft that opens in the mail client as a new message — the recipient already in place, that system's workbook attached, and the person who pressed it is the one who reviews it and clicks Send. The manager's address is looked up in the directory service; if it is not found the draft still opens, with an empty recipient field.
The message body is sent as a right-to-left document. A Hebrew paragraph with no direction declared arrives in the mail client aligned left, and no amount of editing the template can fix it.
The message wording and the columns of the table inside it are configured in settings, under System manager email.
Updated
This page is the file content/docs/en/v1/report/exports.mdx