Export lets you take information out of Clarra. The Export feature makes it easy to download information from Clarra to either share with people outside the platform or for your own digital or physical recordkeeping.
When you export a page on Clarra, you receive a file displaying the information on the page in a table format. Any filters and column settings you’ve applied carry over to the downloaded file. You can save exported files as CSVs, XLSXs, DOCXs, or PDFs.
Several use cases for exporting include:
- Exporting information to print and bring to a meeting
- Exporting information to print and use at your desk
- Exporting information to create physical copies for filing purposes
- Exporting information as a PDF to share with external parties
To export a page on Clarra:
- Navigate to the page you wish to export
- Apply desired filters
- Press the three dots on the right side of the screen
- Hover over “Export”
- Select your desired file type
- The file will now automatically download
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