Add an Export

1. From Export, select Add.

2. On Basics, select the type of export.

3. Enter a name and description for the export.

4. Select a format for the export. Choices include Comma-Separated Values, Excel 5-7 (XLS), Excel 97-2000 (XLS), Microsoft Word Merge File, and Blackbaud Report Writer Database (MDB).

5. To include a header in the export, select the option.

6. To allow others to run or modify the export, select those options.

   If you select Comma-Separated Values or Microsoft Word Merge File, you can include a header and other export filters.

7. Select Output.

8. In Available fields, the criteria groups for your export type display. Select the arrow next to a criteria group to view available fields.

9. Continue until you add the fields you need for the export.

10. Select Save. The export list displays your new export.