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Customer experience | Sales, Customer Insights,...
Answered

When I edit the columns to be displayed on a list view and press "Export to Excel" the Excel file does not have any of the columns I added

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Let's say I'm on the main list view for Accounts, and I have it showing 2 columns "Account Name" and "City" for an example.

I press the little "Edit Columns" button, and I add a few more, such as "Account Type" and "Customer Value".

It shows the new columns.  I press Export to Excel, and the Excel file just shows the view with the 2 columns and doesn't show the ones I added.  It seems like it only exports columns that are permanently part of the view and not ones you add temporarily.  Is there a way to fix this as otherwise what is the point of the "Edit Columns" button if they don't export to Excel?

I have the same question (0)
  • Teska.chawla Profile Picture
    156 on at

    Hi,

    Please save the view with extra columns. Then only the export excel will show all columns

  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi,

    If a column is added with "Edit Columns" button, there will be a "*" following the name of the view.

    pastedimage1649229305802v1.png

    It means that you can only see the data temporarily and if the page is refreshed, it will disappear.

    So you need to click the following buttons to save it as a new view.

    pastedimage1649229900649v4.png

    pastedimage1649229863127v3.png

    Or you can edit the view in Power Apps.

    Here is the detailed steps:

    Create and edit public or system model-driven app views with Power Apps - Power Apps | Microsoft Docs

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