Custom Data Export

The Data Export tool allows users to customize the format of a Lucity data export.

Definition Name *

Sets the name for the custom export.

Name of Attachment File for Email

Indicates how the custom export file should be identified when the system sends it via email.

Extension for the compressed exported file

Indicates the default extension to be used for the compressed file when the custom export is to be 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.

Moves a selected field up or 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

Abandons edits to the custom export.

Ok

Saves the edits to the custom export.

*Required.

  • Open the Lucity module from which you would like to pull data.

  • Select small arrow over content data export icon. The following pop-up appears:

  • Uncheck the Use Current View box. Several new fields appear:

  • Select New. The following pop-up appears:

  • Enter a Definition Name (required).
  • Complete other fields as desired.
  • Select one or more fields from the list of available fields on the left.
  • Select Add =>. The selected fields move to the box at right.
  • To set the order of the fields in the list on the right, select a field and use the up or down arrows to adjust its placement.
  • When you have the fields in the desired order, select Ok.