Exporting Data

You can select to export report data directly from the Reports screen.

Training Tip - You can also send reports by email, see Sending a Report by Email for details.
  1. Once you have selected the criteria for your report see Registration Links Reports for details, select Process.
  2. From Report Output, select Windows to display the report, see Registration Links Reports and Report Output for details.
  3. Select Export from the toolbar options and the Export screen displays:

  4. You may see a message about setting a default Mail client. You need to do this later if you want to send data by e-mail, but if you are only exporting, select OK.
  5. Complete as required:
    • Format - Select the format for your new file.
    • Destination - Select a destination for your new file.
  6. You may be prompted for further options, such as the format of Numbers and Dates, if for example, you have chosen tab separated; or the separator options. In this case, if you want these the same as the report, check the boxes. Select OK:

  7. If you chose the Export Data option, the Choose Export File screen displayed - the default directory is \EXTRACT. Select OK or select another directory:

  8. Select OK to start processing; a progress bar displays.
  9. When finished, the report is re-displayed on screen. Select Close to exit.

You can now find your file in the directory you chose.

Note - To print this topic select Print in the top right corner and follow the on-screen prompts.