All People Lists in KaiNexus can be exported as XLSX documents or PDFs.
- Export a People List as an XLSX file to get a downloadable, workable file that can be opened in Excel or Numbers.
- Export a People List as a PDF to save the file on your device and/or print it.
Who can export a People List?
Anyone with permission to view the List can export it as well.
Export a People List
To export a People List, open the List with which you want to work, then:
- Click Actions at the top of the List.
- Hover over Export in the resulting drop-down menu and the menu will expand.
- To export the List as a PDF, click Print/Save PDF and the Print window will open.
- Page Size: Expand the drop-down to choose your preferred page size.
- Scale: Expand the drop-down to choose the scale percentage. This allows you to fit more content on a single page. For example, selecting 50% doubles the amount of content you can fit on one page. Make sure to select "Fit to page" in your browser's print settings.
- Click either Portrait or Landscape to choose the PDF's orientation.
- Included Columns: Each of the List's columns will be listed alongside a checkbox. Check the box next to each column that should be included in the PDF.
- Click Print to export the PDF.
- To export the List as an XLSX document, click Save XLSX and the Save XLSX window will open.
- Select Include All Columns if the XLSX document should include all possible columns.
- Select Include Current Columns if the XLSX document should only include the columns configured to appear on this List.
- Click Save to export the XLSX document.
- To export the List as a PDF, click Print/Save PDF and the Print window will open.