Using SuiteCRM8
I am looking to do an export on accounts and opportunities.
Out of the box is there a way to export a specific view only and not export all the other extra columns that are not required or the ones we don’t use.
How are you exporting the data.
The accounts module has ‘create a PDF’ option.
Hello Alison,
you’ve already noticed that there are columns in the standard export of the module.
What I usually do to get only the desired columns is, I’d simply use reports.
There, you can drag and drop the desired columns into the report and even rename the column label.
Afterwards, just export it as a CSV file and you’re ready to go.
Pay attention to the system and your personal profile setting about the export encoding. UTF-8 is usually a save bet. If you open the CSV file in another software, that needs to support UTF-8 as well then.
Check out this video for the basics about reporting in SuiteCRM:
and the others, if you want to dive deeper.
Out of curiosity:
Why do you need to export the data? What’s the target system / business process
I have been trying to get a csv file to export the information but its giving me so many columns that we don’t need.
I want to try and find a way to only export the information that I am looking for and not everything
Oh I think it exports all the fields in the export files. I do not know how to add that filter. 
Yes that is what I am trying to figure out as there is a lot if information and a lot of irrelevant columns that we don’t need and it is a lot of work to go through these every time to remove all the extra columns since they are all over the place
im trying to export some information as the reports are not working for me no matter what I do. I have 3 working reports and nothing else is working after that I can’t create any more that will show data.
I am trying to export some information to share with the board as there not in the CRM