Export Work Board List

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Work Board Export Feature

This feature allows users to export the current Work Board list to Excel (.xlsx) format, enabling easy report generation for auditing and sharing with users who do not have direct Work Board access.

Key Functionality

  1. Export Option Location:
    1. An "Export" option is available in the Actions section of the Work Board.
  2. Export Format:
    1. The export is generated in Excel (.xlsx) format.
  3. Column Structure:
    1. The exported columns match the current column selector configuration in the Work Board.
    2. Columns that are hidden in the UI are not included in the export.
    3. Columns that are visible are included in the export.
  4. Pagination Handling:
    1. The export includes all rows (not just the currently paginated view).
    2. The export process fetches and compiles all data for the current filter/view, regardless of pagination.
  5. The exported file is named as follows:
    1. Company_AP_WorkBoard
    2. Example: AAA_05_04_2025_WorkBoard.xlsx
  6. Decimal Precision:
    1. The "Timesheet Decimal Precision" option property is used to determine the number of decimal places shown for unit/amount columns (e.g., hours, pay).
  7. Directory Excel Export:
    1. The export respects the DirectoryExcelExport option property for additional export settings. This is used to enable or disable directory exports.