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Forest lets you export collection data to CSV directly from the UI. Exports respect your active filters and segments, so you can export exactly the records you need.

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Exporting records

  1. Open the collection you want to export.
  2. Optionally, apply filters or switch to a segment to narrow the records.
  3. Click the Export button (download icon) in the top-right toolbar.
  4. Forest will generate and download a CSV file with the current record set.
The export includes all records matching your current filter, not just the records on the current page. Pagination does not affect exports.

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What gets exported

The CSV export includes:
  • All visible columns in the current table view (as configured in the Layout Editor).
  • All records matching the active filter and segment.
  • Field values formatted as plain text.
Relationships (linked records) are exported as their identifier or display field, depending on your configuration.

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Export limits

For very large datasets, exports may take a moment to generate. Forest processes the export in the background and downloads the file when ready.
Extremely large exports (hundreds of thousands of records) may be slow. Consider applying filters to reduce the dataset before exporting.
For very large datasets, consider using a custom action to trigger an asynchronous export instead. This avoids timeout issues and lets you send the result by email or generate a downloadable file.

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Exporting approval request history

From the Approval Workflows tab, export the history of approval requests over a given period. Click the Export button in that tab and select the desired time interval, you’ll receive a CSV file by email.