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How do I print or export a view: Print & Export Saved Views

Print a saved view or export it to PDF, Excel, Google Sheets or CSV; the export holds the view's fields and filtered records.

Written by Emma Montgomery

Open the view, click the three-dot menu next to + New Record and choose Print or Export (Adobe PDF, Excel, Google Sheets or CSV). The export contains the fields in the view and the records that pass its current filters.

Feature overview video

Plan Availability

All plan types

Permissions

General Access

Platform

Web

Related Reading

View Panel: Working with Saved Views
​Sharing, exporting, and printing records
​Downloading your data

What does an export contain?

SmartSuite allows you to print and export views, including the data from all of the fields included in the view, so you can share it outside SmartSuite. The data exported will contain the data that is currently displayed, enforcing any constraints imposed by the selected filters.

How do I print or export a view?

Follow these steps to print or export views:

  1. Access the Saved View:

    • Navigate to the view you want to print or export.

  2. Open the Options Menu:

    • Click the three-dot dropdown menu next to "+ New Record."

    The three-dot menu beside the New Record button in a saved view, with the Print and Export options

    Choose Print or Export Options:

    • Select your desired format:

      • Adobe PDF

      • Excel

      • Google Sheets

      • CSV

  3. Customize Settings (Optional):

    • For printing, adjust:

      • Paper size

      • Layout (portrait or landscape)

      • Font size

      • Additional formatting preferences

  4. Complete the Process:

    • Follow on-screen prompts to finalize the printing or exporting process.

What are common ways to use export?

1. Departmental reporting

Scenario: The Sales team needs to share quarterly performance data with stakeholders.

Solution: Export the saved view to an Excel file, ensuring all team members have consistent and accurate data.

2. Client presentations

Scenario: A project manager prepares for a client review meeting and needs to showcase progress visually.

Solution: Print the saved view as a PDF with customized layout and font size for a professional presentation.

3. Data analysis

Scenario: The Operations team wants to analyze workflow efficiency using external tools.

Solution: Export the saved view as a CSV for easy import into analytical software like Tableau.

What makes exports reliable?

  • Regular Updates: Keep your saved views updated for consistent and accurate exports.

  • Format Choice: Select the format that best suits your purpose (e.g., PDF for presentations, CSV for data analysis).

  • Preview Before Printing: Use the preview option to ensure your layout and formatting preferences are correctly applied.

Frequently asked questions

Does the export include fields that are hidden in the view?

No. Only the fields included in the view are exported, and only the records that match the view's filters. Add the fields or clear the filters first if you need everything.

Are attachments or comments exported?

Attachments are not included in exports; download them from the records. The export carries field values only.

Which formats can I export to?

Adobe PDF, Excel, Google Sheets and CSV. For printing you can set paper size, portrait or landscape layout and font size.

How do I export the whole table?

Create a view with every field selected and no filters, then export it. Each table is exported separately.

Last verified 21 Oct 2026 against the pricing page (Data Export formats) and the Regional Access Restrictions article (attachments not in exports); steps as Product wrote them in Feb 2025

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