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Export Full Data from Item Plan
Export Full Data from Item Plan

Reference these steps to export your data from Item Plan.

Updated over a week ago

There may be cases where you need to export your data from Toolio's Item Planning module. Right clicking and selecting Export data in Item Plan will only export what is currently loaded into the page. For PDF Exports, any changes to the view must be saved before exporting.

To export all data from a page in Item Plan, click on the three dots in the upper right corner. Select the option for Navigate to Export View.

This will load the same View and data into a new page. To export the full set of data, right click in the grid and select Export All.

You can export the data in 3 formats: PDF, CSV and Excel.

How do I exit export view?

You can exit export view by selecting any of options along the top navigation.

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