{"id":8281,"date":"2025-12-26T08:00:01","date_gmt":"2025-12-26T00:00:01","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=8281"},"modified":"2025-12-26T08:00:03","modified_gmt":"2025-12-26T00:00:03","slug":"requests-allow-configuration-of-csv-export","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/requests-allow-configuration-of-csv-export\/","title":{"rendered":"[Requests] Allow Configuration of CSV Export"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Introduction<\/strong><\/h2>\n\n\n\n<p>FacilityBot allows users to <strong>configure CSV Export for Requests<\/strong>, giving teams full control over which fields are included in CSV exports and in what order. This feature is useful when different stakeholders (operations, finance, audits, reporting) require specific datasets, column arrangements, or custom fields for analysis and record-keeping.<\/p>\n\n\n\n<p>Once configured, users can export request data with consistent structure, reduce manual cleanup in spreadsheets, and ensure exports align with internal reporting standards. This article explains how to configure CSV export fields, save default settings, and generate CSV files using the configured layout.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Requests - Allow Configuration of CSV Export\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/pL0qAyOUb3Q?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Configuring CSV Export Fields<\/strong><\/h2>\n\n\n\n<p>To configure CSV Export for Requests:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to the <strong>FacilityBot Web Portal<\/strong> and navigate to <strong>Requests<\/strong> and click the <strong>three-dot (\u22ee) menu<\/strong> on the top-right of the Requests page.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-51-1024x473.png\" alt=\"\" class=\"wp-image-8283\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-51-1024x473.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-51-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-51-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-51-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-51-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-51-350x162.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-51-480x222.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-51.png 1363w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>Configure CSV Export Fields<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-52-1024x472.png\" alt=\"\" class=\"wp-image-8282\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-52-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-52-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-52-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-52-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-52-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-52-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-52-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-52.png 1361w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You will be taken to the <strong>CSV Export Headers<\/strong> configuration screen, where you can manage included fields and their order.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Managing CSV Export Fields<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Adding Fields<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Add Field<\/strong> to include new columns in the CSV export. You can add both <strong>System Fields<\/strong> (e.g., Request ID, Status, Created At) and <strong>Custom Fields<\/strong> from Request Forms.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-53-1024x472.png\" alt=\"\" class=\"wp-image-8284\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-53-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-53-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-53-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-53-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-53-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-53-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-53-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-53.png 1362w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>For Custom Fields, select a <strong>Request Type<\/strong>, then click <strong>Expand<\/strong> to view all related form fields.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-55-1024x472.png\" alt=\"\" class=\"wp-image-8286\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-55-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-55-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-55-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-55-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-55-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-55-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-55-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-55.png 1363w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Newly added fields appear on the <strong>far right<\/strong> of the selected columns list for easy identification.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Removing Fields<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>X icon<\/strong> next to any selected field to remove it from the export. Removed fields are automatically returned to the <strong>System Fields<\/strong> or <strong>Custom Fields<\/strong> list and can be re-added later if needed.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-56-1024x473.png\" alt=\"\" class=\"wp-image-8287\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-56-1024x473.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-56-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-56-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-56-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-56-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-56-350x162.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-56-480x222.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-56.png 1363w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Reordering Fields<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fields can be rearranged using <strong>drag and drop<\/strong> to control the column order in the exported CSV file. The column order shown in the configuration screen determines the order in the exported CSV.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-54-1024x472.png\" alt=\"\" class=\"wp-image-8285\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-54-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-54-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-54-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-54-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-54-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-54-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-54-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-54.png 1361w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Saving and Using Default Export Settings<\/strong><\/h2>\n\n\n\n<p>After configuring your desired fields and order:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Save as Default<\/strong> to store the configuration.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-57-1024x472.png\" alt=\"\" class=\"wp-image-8288\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-57-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-57-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-57-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-57-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-57-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-57-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-57-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-57.png 1361w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Export CSV<\/strong> to download a CSV file using the updated configuration.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-59-1024x472.png\" alt=\"\" class=\"wp-image-8290\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-59-1024x472.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-59-300x138.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-59-768x354.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-59-1000x461.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-59-230x106.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-59-350x161.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-59-480x221.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-59.png 1361w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Once saved as default, using <strong>Export CSV<\/strong> directly from the Requests page will automatically follow the same field selection and column order.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"390\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-58-1024x390.png\" alt=\"\" class=\"wp-image-8289\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-58-1024x390.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-58-300x114.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-58-768x292.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-58-1000x381.png 1000w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-58-230x88.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-58-350x133.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-58-480x183.png 480w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/12\/image-58.png 1356w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Configurable CSV Export in FacilityBot gives teams flexibility and consistency when exporting request data. By allowing users to select, reorder, and standardize export fields, the feature reduces manual spreadsheet work, improves reporting accuracy, and ensures CSV outputs are tailored to operational, financial, and compliance needs across the organization.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction FacilityBot allows users to configure CSV Export for Requests, giving teams full control over which fields are included in CSV exports [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","knowledgebase_cat":[44],"class_list":["post-8281","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-manager-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>[Requests] Allow Configuration of CSV Export - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/requests-allow-configuration-of-csv-export\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[Requests] Allow Configuration of CSV Export - 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