Export to Excel

This article describes how to configure the Export to Excel function and provides details of each of its properties.

Who can use this feature?

The Export to Excel function can be used by those with the Builder subscription plan.

For more details, see our pricing comparison matrix.

Export to Excel properties

EXPORT CONFIGURATION

• Excel Filename - This is a simple input box where you can either type in or bind the name of the exported file. Give the file a meaningful name to help identify its contents.

• Sheets for the Excel workbook - This is a list of the sheets seen in the Excel file. Each item represents a sheet with separate data ranges bound to each.

  • Add additional sheets by clicking the + icon.

  • Select the sheet to be configured by clicking on it in the list.

  • Delete sheets by selecting the sheet in the list and clicking the bin icon.

• Name - The name of the sheet (displayed in the list below). Give the sheet a meaningful name to help identify its purpose.

• Sheet data range - Bind the range of data in the spreadsheet to determine what data will be displayed in the sheet selected in the Sheets list. Do this by selecting the Bind to Cell button at the top-right corner of the input box.

• Triggered by -

The Export to Excel trigger utilizes Conditional Logic. For more information on Conditional Logic and its uses, see this article.