Troubleshooting exports

To test the export and see the results without delivering the data, choose Download Excel 2007 to creates a CSV file named by the Filename property. Additionally:

  • This option recognizes the Export timeperiod settings, but does not change the Last export run on timestamp.
  • Consider using the Filters to limit the results to a small set. Very large sets can have performance impacts.
Warning: As of the Fall 2023.3 release, files exported as CSV, pipe, and tab delimited formats start with a tab character for field values beginning with =, +, -, or @. For example, -100 changes to \t-100 (ASCII 9 for tab). This mitigates a security risk that could allow code malicious injection into spreadsheet programs. Applications processing CSV files must comply with RFC-4180 and should trim whitespace from field values before use — that is, remove surrounding whitespace (tab, newline, or space characters) before using the value. For more information, see CWE-1236.

Additional tests:

  • Verify there are no special characters in the filename.

  • Check the Email Failed message for an explanation of problems.