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Portal

Review Activity and export CSV

Filter operational records in the Portal and export what you see.

  1. Open a table

    In the Portal sidebar, choose Inventory, Loans or Activity. Members don’t see Activity, and Loans is called My loans for them.

    Oakfield Activity table showing borrowing and equipment issue events in chronological order
    Activity brings borrowing, returns and reported issues into one filterable view.

  2. Filter and sort

    Search, apply filters, and select a column heading to sort.

  3. Export what you see

    Choose Export CSV. The file has the rows you filtered and sorted, limited to what your role can see.

    Oakfield Activity table with the Export CSV control visible above the results
    Export CSV uses the filters and sorting already applied to the table.

  4. Check it’s complete

    If the Portal says only the loaded records are included, the export may be incomplete — narrow the filters first.

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