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- In any workspace, click Refresh.
- To refresh the entire workspace, select Screen.
- To refresh data only for a specifically selected item in the workspace, click the item and select Selected.
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- In any workspace, where available, click Print.
You see a dialog box asking you to confirm your selection. - Click Yes to continue and print the records, or No to close the dialog and stop the action.
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- In any workspace, click the export dropdown list.
- Depending on the options available in the workspace in which you are working, select one of the following options:
– Export To Excel
– Export to CSV
– Export all Records to Excel
– Export all Records to CSV
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