Exporting Categories from the CMS

You can export categories from the CMS to review, share, or manage data externally. Follow the steps below to complete this process.

📝 Steps to Export Categories

1. In the back office, hover over Reports in the left-hand menu and select Scheduled Reports.

2. From the Entity dropdown, search for the category you want to export.

   • Select the entity prefixed with Category (import format).

   • Example: Category (import format) - Types of Organisation.

3. Click View Reports.

4. Top-right, click Edit Layout and include the labels with the codes of the categories you want to export.

5. Click Apply Layout.

6. Top-right, hover over More and select Export as Excel CSV.

⚠️ Notes

• Ensure that you include the correct labels and codes when editing the layout; this ensures your exported file matches your intended format.