Export

When you export data from Altru, you extract information so you can use it in another software application. For example, you can export data to Microsoft Excel to perform further analysis.

In Export, you create export processes, which are tools that enable you to extract data and generate output files. When you create a process, you specify the records to export. You can use the output of ad-hoc queries or smart query instances, or specify a selection of records to use in combination with export definitions.

After you create a process, you specify the format for the output file. You can also schedule the process so that it runs at the time most convenient for your organization, such as overnight.