Feature Overview Video
Plan Availability | All plan types |
Permissions | General Access |
Related Reading |
Overview
SmartSuite allows you to print and export views, including the data from all of the fields included in the view, for better collaboration and data management. The data exported will contain the data that is currently displayed, enforcing any constraints imposed by the selected filters. Use these features to share information in different formats and optimize your workflows.
How to Print or Export Views
Follow these steps to print or export views:
Access the Saved View:
Navigate to the view you want to print or export.
Open the Options Menu:
Click the three-dot dropdown menu next to "+ New Record."
Choose Print or Export Options:
Select your desired format:
Adobe PDF
Excel
Google Sheets
CSV
Customize Settings (Optional):
For printing, adjust:
Paper size
Layout (portrait or landscape)
Font size
Additional formatting preferences
Complete the Process:
Follow on-screen prompts to finalize the printing or exporting process.
Practical Scenarios and Use Cases
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.
Tips for Optimal Use
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.