Custom Data Export

The Data Export tool enables users to setup a customized format for their data export.

Define Export

Definition Name *

Sets the name for the custom export.

Name of Attachment File for Email

The default name of the export file for when the custom export is sent via email.

Extension for the compressed exported file

The default extenstion for the compressed file for when the custom export is compressed and sent via email. This feature is useful for agencies that block emails with .zip attachments. Change the extension to anything that will make it through the email filter. Then, when the email is received, change the file extension back to .zip to open it.

Define/Edit Export Fields Definitions

This section is made up of two lists. The list on the left is a list of all fields in the current module. The list on the right is a list of the fields that are currently included in an export.

Add =>

Adds a field to the list of fields included in the export.

<=Remove

Removes a field from the list of fields included in the export.

Add All =>

Adds all fields in the module to the list of fields included in the export.

<=Remove All

Removes all fields from the list of fields included in the export.

change position

Moves a selected field up and down in the order of the list of fields included in the export. Fields that are closer to the top will appear first in the export.

Cancel

Cancels edits to the custom export.

Ok

Saves the edits to the custom export.

* Required

How to Design a Custom Export for the Export Tool