Bulk Actions

Released July 4, 2022
You can now perform bulk actions in Grid View!

In Grid View, you can select multiple records and perform an action on all of the selected records. This enables you to quickly pick out certain records in your data that you want to take action with, instead of working one by one with all of the data at once.

To perform a bulk action, simply check the box to the left of each record you wish to perform the action on. A panel will display at the bottom allowing you to print, export, or delete each selected record.


More about each of these actions:

‍Bulk Print

  • This action allows you to print the selected records, filtering out the unselected items. The print function is otherwise the same as printing all of the displayed records in the grid.

Bulk Export

  • The bulk export action allows you to select just the records you need, sending them to a downloadable PDF, Excel or CSV document - or alternatively saving them as a Google Sheet.

Bulk Delete

  • The delete action lets you send the selected records to the recycle bin. They can still be restored just like individually deleted records if you need them back.

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πŸ˜€ Stay tuned - the ability to update record values in bulk is coming soon!
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Bulk actions are available on allΒ pricing plans.

Learn more about bulk actions

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