Export records

  1. Find the records to export. See Search records.

  2. Display the layout.

  3. Tap Actions menu icon, then tap Export Export icon.

  4. (optional) Change the filename.

  5. Choose a file type.

  6. Select the fields to export. Then tap Done.

  7. (optional) Turn on Use Layout Formatting to export number, date, and time data using the field formats specified on the current layout.

  8. Tap Continue.

  9. Choose an option. See Choose a sharing option.