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Exporting Proton Report Data Views

The data and insights Proton can provide an organization have a broad set of uses and value to numerous teams. To enable easier sharing or integration of the data sets into other applications and existing internal reports, Proton offers several export options of the currently active view:

  • Copy to Clipboard

  • Save as CSV

  • Print

Any of these export options can be accessed by clicking the Page Export button in the Export Bar interface to the right of the Search box.

You may also export the entire dataset for the current report to CSV only using the Full Export button.

Exported data will be in the same layout and format as the on-screen report. Column headers, ordering and labeling is preserved in the export. CSV exported data contain a header row defining the columns. The Copy (to clipboard) option contains all text, but formatting is lost due to limitations of the copy/paste process.

The Export View feature is available on any of the Client, Activity and Rules pages.