Almost all data can easily be exported from the database.
There are two ways to export data:
Using the Menu option, File > Export while on the Account List screen. This is a quick and easy way to export, although you cannot save the selections. If you want to export the same criteria again, or if you need to export the same criteria repeatedly you should use the Reports method. Use the option in the User Profile Setup to control which users are able to use the Menu > File > Export.
Using Reports. This is more flexible in being able to select fields from many different parts of the database, for example the Contact History.
Exporting from the Account List Screen
Only users with permission to export can see the Menu option. Edit the User Profile to set the permission.
This process will export all the records in the current filter and/or search in the Account List. If you have not filtered and/or searched then the export will be across all accounts in the current Area. Click on the following to learn more about the Filter, Query and Search functions.
Click the Menu option, File > Export.
Select the fields you want to export by clicking into the box and clicking on the fields you need.
This option is not intended for exporting all fields in the database, no more than about 20 fields should be selected.
Please note that you cannot export Contact history from this option and you will need to create a Report for that export.
Select which field to sort by in the Sort Field drop down list.
Select the Download option to run the export.
Exporting Using Reports
First you need to create a report that will give you the results you want to export. You will just need to select the relevant fields from each folder in the 'Select Fields' step of the Report Writer.
The ways to export reports are:
Run the report and click on the CSV link at the top of the results window.
On the Report List screen use the
button to save the Report as a CSV file.
