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Export

Part of: ClientVerse Core (every client).

What it is

A guided way to get ClientVerse data out as a CSV, without a report builder and without asking an administrator. Two shapes of the same thing:

  • Export child records — a quick action on a parent record. "Everyone on this campaign", "every member of this list", with the fields you choose.
  • Export any object — a standalone page for exporting any object you have access to, independent of a parent record.

Both are generic: there is no per-object configuration behind them, so a new object is exportable the day it exists.

Who it's for

BD, marketing, and admins — anyone who needs firm data in a document. Board packs, directory submissions, event lists, an agency's spreadsheet.

How it works

A three-step wizard:

  1. Pick the object — the child object under this record, or any object you can see.
  2. Pick the fields — including drilling through lookup relationships to reach fields on related records, so a contact export can carry its account's industry without a second export and a manual join.
  3. Preview the count, then download — the record count is shown before anything is generated.

The download runs in your browser. Nothing is emailed, and nothing is stored.

The count in step 3 is the check worth making. An export that returns far more or far fewer records than you expected usually means the filter is not what you thought — and that is much easier to notice before the file exists than after it has been sent to someone.

What governs access

You can only export what you can already see. Export applies your existing record and field access; it is not a way around sharing rules.

Exporting child records alongside a parent additionally needs the CV_Export_Child_Records permission set. If the action is missing from a record page, that is why.

Exported data leaves the system of record. Once a CSV is on someone's laptop it is outside ClientVerse's sharing model, outside its audit trail, and it does not update. For anything recurring, a list view or report shared inside Salesforce stays correct; an exported file is right only on the day it was made.

How to use it

From a parent record — open the Account, Campaign or List, choose Export Child Records from the actions, then object → fields → preview → download.

Standalone — open the Export page, choose the object, then the same three steps.

For a repeatable export, note the field selection somewhere. The wizard does not remember it between runs, and rebuilding a twenty-field selection by hand is where mistakes get in.