Exporting the renewals list to a spreadsheet
Ticketclosed
Kelbrook Mutual Insurance · Exporting the renewals list to a spreadsheet
Kirsty Hepworth could not export the renewals table to a spreadsheet. The export option was greyed out, and the case was still open at the last comment.
Priority normal
What happened
What this says
As at Fri 9 Oct 2026Kirsty Hepworth could not export the renewals table to a spreadsheet. The export option was greyed out, and the case was still open at the last comment.
Problem: Kirsty could not export the renewals list because the export option was greyed out for her.
Handling: Bethan Lister asked whether the view was shared or created by Kirsty, to find the permission setting to check. The evidence does not show a fix.
Watch: The reply to Bethan Lister's question is not in the ticket, so the export problem may still be open.
Details
Updated 9 Oct 26Prioritynormal
Statusclosed
Categoryhow_to
Channelweb
First response (min)300
CSAT5
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created · Kirsty Hepworth 19 Apr 2024 15:46Hello, I'm Kirsty and I look after the schools members. The team has really taken to B-Viz and we are now using it every day. I'd like to pull a list of members with an upcoming renewal into a spreadsheet for our planning meetings. I found the table view but I can't see how to export it. Is that possible, and if so, where do I find it? Many thanks, Kirsty Hepworth- Public reply · Bethan Lister 19 Apr 2024 20:46Hi Kirsty, Thanks for getting in touch, and great to hear the team is using it daily. Just so I've got this right, you want the renewals from the table view in a spreadsheet. Could you try this and tell me what you see? - Open the table view and filter it to renewals. - Select the export option at the top of the table. - Choose CSV if you want it to open straight in a spreadsheet. If the export option isn't there, let me know and I'll check the setting. Thanks, Bethan
- Public reply · Kirsty Hepworth 23 Apr 2024 09:56Hi Bethan, Sorry for the slow reply, I've been away. I found the export option but it is greyed out for me. Is that a permissions thing? Kirsty
- Public reply · Bethan Lister 24 Apr 2024 10:11Hi Kirsty, no need to apologise. I'll check the permissions on that view. Can you tell me whether the view was shared with you or created by you? That tells me which setting to look at. Thanks, Bethan
- Status change · 7 May 2024 23:59
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