![]() If there are fields, then, that are not currently used to store data for any library items within a Paperless library, then, it should be possible to ensure the field is not exported to CSV by removing the field from the library. If a field is not available within a library, Paperless will not export the field to CSV. If a field is available to a library, it will be exported to CSV, regardless of whether the field currently displays in the Details pane or whether data is stored within the field for any library library item within the container currently being exported to CSV. Not directly: there is no configuration in Paperless specific to CSV export. ![]() Is there any way to control which fields are exported to CSV? Fields for each Splits item are exported to a column that appears to the right of the last regular (non-Splits) field in the CSV. Splits items are exported to the same line as the parent item. It is easy to open (and view) with any text editor (such as TextEdit). The overwhelming majority of spreadsheet applications can open a CSV file.Ĭertain financial management programs also allow users to import details information from CSV.ĬSV is text-based (not binary). There are two reasons we can suggest that it might be useful to export data to CSV:ĬSV is widely supported. It should be possible to open a CSV file with a spreadsheet application, such as Microsoft Excel, Apple Numbers, or Mariner Calc.įor support to import data to a spreadsheet from CSV, please review documentation provided by the developer of the spreadsheet application. Use the Save File dialog that appears to save the CSV file.įollowing these steps should export details information to a CSV file (saved at the location and name specified in step 3) for all library items that display within the container selected in step 1.įrequently-asked questions How can I open CSV? We document in additional detail how to use the Source list to locate library items in this knowledge base article.įrom the File menu, select Export to CSV. To export details for all receipts, select the Receipt smart collections under the heading RECENT (rendered in all caps). ![]() To export details information for all library items in a library, select LIBRARY (rendered in all caps). Select the container to export details information from. To export Details information to CSV, please follow these steps: ![]() When Paperless exports details information to CSV, it exports all data for all fields within a library, regardless of whether the fields display within the Details pane. CSV is widely compatible: the overwhelming majority of spreadsheet applications include support for CSV.ĭetails information includes any information saved to any field for a library item that displays within the Details pane while the library item is selected. CSV is a text-based format that can be used to store tabular data. In Paperless 3 for Mac, it is possible to export all details information from the currently-selected container to a comma-separated value (CSV) file.
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