Every list view in Apragya AI supports CSV export. Same pattern whether you're in CRM Deals, HR Employees, Invoice & AP, or anywhere else.
Export a filtered list
- Open the list view you want (e.g., CRM > Deals)
- Apply any filters you want - the export honours your current filter set
- Top-right > Export (or three-dot menu > Export, depending on the view)
- Pick CSV format - the platform also offers JSON and ZIP-of-PDFs depending on the entity
- The export starts; small lists (< 1000 rows) download immediately, larger ones email you a link when ready
What columns get exported
By default, every visible column on the list view. Hide columns first if you don't want them in the export. For custom fields, they're included automatically.
Exports honour your RBAC view scope. If you only see your-own records on the screen (Mine scope), the export only contains yours - never more than you can see in the UI.
Large exports
Anything over 50,000 rows is automatically chunked into multiple files and zipped. For full-tenant exports (millions of rows), use the GDPR Data Export flow instead - see request-a-data-export.