Most tables in oboloo let you sort, filter and search records, open the table full screen and download records as a CSV file. This guide explains how each works and what an export includes.

Before you start

Only users whose role has Export access for that module can export. To check your access, see Viewing Your Access Rights. Export access can be set for Contract Management, Supplier Management, Supplier Compliance, Supplier Onboarding and Savings Management. The eSourcing table's Export button is available to everyone who can see the table.

Sort a table

Click a column header

The table is sorted by that column, alphabetically, numerically or by date. Not every column can be sorted.

Click the header again to reverse the order

For example, sort contracts by end date to see which expire first, or sourcing activities by closing date.

Filter a table

Choose your filters

Use the filter lists above the table. Some, such as locations, categories and industries, let you choose more than one value. The table updates straight away.

💡 Tip: Filter lists only show values that are used on at least one record, so an empty category won't appear.

Search for a record

Type in the search box to narrow the table further.

Click Clear Filter to start again

All filters are removed and the full table is shown.

View a table full screen

Click the full-screen icon

It's in the top-right corner of the table, where available. The table expands to fill your screen, which helps with wide tables.

The full-screen icon above a table
The full-screen icon above a table

Click the icon again to exit

The Actions column doesn't work in full screen, so exit to view, edit or download a record.

Export a table

Click Export

Click Export above the table. A CSV file downloads, which you can open in Excel, Google Sheets or similar.

📌 Important: Exports ignore your on-screen filters, search and column choices. Each export always contains the records and columns shown below, whatever you've filtered. To narrow the data, filter the CSV in your spreadsheet.

Table

What the export includes

Suppliers

All supplier records, with a fixed set of columns plus custom fields from the supplier summary.

Contracts

Active contracts, with a fixed set of columns plus custom fields from the contract summary.

Savings Initiatives

All savings records except archived, draft and cancelled ones, plus custom fields from the savings summary.

eSourcing

All sourcing activities, with a fixed set of columns plus custom fields from the sourcing summary.

Supplier Compliance and Contract Compliance

The columns currently shown in the table.

What happens next

  • The file: exports are CSV only. Large exports can take a moment to download.

  • Demo records: they're included in exports until you remove demo data.

  • Restricted records: records restricted to their owners are hidden in the table but are included in exports, so share exported files with care.

Troubleshooting

I can't see the Export button

Your role doesn't have Export access for that module. Ask an administrator to update your role. See User Roles & Access Rights (RBAC).

My export has more records than the table

Exports don't follow filters or search. Filter the CSV after you download it.

A value I expected isn't in a filter list

Filter lists only show values used on at least one record. Once a record uses the value, it appears in the list.

The Actions menu doesn't respond

You're in full-screen mode. Click the full-screen icon to exit, then use Actions.

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📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.