Applies to: Web Edition
Web Edition enables you to export data into Comma Separated Value (CSV) files from the Query screens in Catalogs, Accessions, Incoming Loans, Temporary Custody, People, Contacts, and Pledges & Receipts. Additionally, you can export to CSV from Catalog Lists and Contacts Lists.
To export data from a Query screen:
- Go to the program area where you want to export data from.
- In the Filter section, build a filter statement to select the records you want to export. If you do not see the field(s) you want to filter by, you can update your Catalog Filter & Option Fields or Contacts Filter & Option Fields to include additional fields. See the related article for more information.
- Next choose the fields you want to export. Open the Options accordion and move the fields you want to export from Available Fields to the Included Fields column. If you do not see the fields you want to include in the export, you can update your Catalog Filter & Option Fields or Contacts Filter & Option Fields to include additional fields. See the related article for more information.
- You can select how the records are sorted by choosing the Sort by field and then selecting "Ascending" or "Descending".
- Click "Apply" to apply the filter to select the records and the fields you've selected to include in the export. The Browse Grid will then display the records matching the filter and data from the selected fields.
- Click the "Export to CSV" button to start the export. When the export is complete, the CSV file will download to your computer. Depending on y our browser's download settings, the file may be placed in your computer's Downloads folder or you will be prompted with a File Explorer window where you can save the file to a specific location on your computer.
To export data from Catalog Lists and Contact Lists:
- Go to "Catalog Lists & Inventory" or "Contact Lists".
- Click on a list name to open the list.
- Click "Export to CSV". You will be able to include pre-selected fields or choose your fields from an extended field list.
- Click "OK" to start the export. When the export is complete, the CSV file will download to your computer. Depending on y our browser's download settings, the file may be placed in your computer's Downloads folder or you will be prompted with a File Explorer window where you can save the file to a specific location on your computer.