Export data to CSV

Go to Reports and select the Data export tab. Before you run anything you see No report table yet: “Choose a dataset and fields, then run it to preview the rows.”

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Open the Dataset picker and choose what to export. Participant register is selected when you arrive. It is a single list of 15 datasets, with no section headings in the dropdown itself; grouped below by subject for reference:

Each dataset has its own set of fields and its own quick filters, so the rest of the row changes when you switch dataset.

Select the Fields column icon to open the picker. It is headed Fields, with a running count of how many of the 12 you have selected next to it (for example “Fields (5/12)”), and lists every column the dataset offers. The first five fields are ticked by default.

Tick the columns you want. You can pick up to 12. Once 12 are selected, the remaining checkboxes are disabled until you untick one.

Two more controls sit in the filter row:

• Sort: choose any sortable field, or leave it on None. When you pick a field, an Order dropdown appears so you can switch between Ascending and Descending (Ascending by default).
• Quick filters: each dataset adds its own categorical dropdowns. For Participant register these are Status and Funding, each defaulting to All. Choosing a value narrows the table to matching rows.

Select the Run table play icon. The button is disabled until at least one field is selected; if you try to run with none, you see “Select at least one field for the report table.”

The preview shows up to 100 rows per page. When more rows are available the summary notes “more available” and loads the next batch as you page through.

Once the table has rows, an Export CSV download icon appears. Select it to download the rows as a CSV file. A message naming the dataset and the number of rows confirms it. The export pulls up to 1000 rows.