Applies to: Version 5.0
For Version 4.0, please click here to download PDF instructions.
To export a Report
- From the Main Menu, click “Reports”.
- Click the Report Type button where the report you want to export is located.
- Select the report you want to export by clicking on the report name.
- Click “Run Selected Report”.
- Click “Export Excel”, then click “OK.” The HTML file (.htm) will open using your computer’s Excel program. To save this file as an Excel file (.xls), please use the Save As option in Excel.
To export a Catalog List
- From the Main Menu, click “Catalog Lists”.
- Select the list you want to export by clicking on the list name.
- Click “View Selected List”.
- Click “Export to Excel”.
- Type a file name in “Export File Name”.
- Select “Standard Fields” or “Extended Fields”. Standard Fields include: Catalog, Object ID, Object Name, Description, Condition, Status, Home Location and Imagefile Name, plus any other fields you have chosen to add to your All Catalogs Query Results Field List. Extended Fields includes all of the visible fields from your catalog records.
- Note: If you choose Standard Fields and export a catalog list of records all from the same catalog, the Excel file will contain the fields you have chosen to add to the Query Results Field List for that catalog.
- Click “Export Now”, then click “OK”. The HTML file (.htm) will open using your computer’s Excel program. To save this file as an Excel file (.xls), please use the Save As option in Excel.
To export a Contact List
- From the Main Menu, click “Contact Lists”.
- Select the list you want to export by clicking on the list name.
- Click “View Selected List”.
- Click “Print, Export and Email”.
- Click “Export to Excel”, then click “OK.” The HTML file (.htm) will open using your computer’s Excel program. To save this file as an Excel file (.xls), please use the Save As option in Excel.