Causal Flow Example: Exporting data
This flow enables users to export and customize their financial model data from Causal, offering options for data formatting and inclusion of detailed elements, culminating in a downloaded, f
This flow enables users to export and customize their financial model data from Causal, offering options for data formatting and inclusion of detailed elements, culminating in a downloaded, f
Related user flows
User accesses organization usage settings to view credit consumption breakdown by agents, sheets, and users with filtering, search, and CSV export options
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User opens export drawer from traces list to queue an export of current filters and view recent export jobs
From Transactions List in sandbox, user opens export modal confirming up to 1,000 filtered results then sees success toast on list view
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