Export

The Export list is the central location for all your export tasks. From this page, you can manage existing exports and create new exports.

Depending on user permissions, you can access Export under General ledger, Receivables, Payables, Treasury, and Fixed Assets. You can run and delete exports from all modules.

To run or delete an export, select the ellipses menu next to the export in the list. Once the export is complete, select Download.

Tip: If you don't see the option to run an export, have your admin check your permissions.

  1. From the Export list page, select Add.

  2. On the Basics tab, 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. Mark the checkbox if you want to include a header in the export.

  6. Determine if others can run or modify this export by marking the checkboxes.

    If you select, Comma-Separated Values or Microstoft Word Merge File, you can choose to include a header. You can also add additional export filters.

  7. Select the Output tab.

  8. In the Available fields box, a list of all the criteria groups available for the export type you are creating. Click the arrow next to a criteria group to view all of the fields available.

  9. Continue until you have added all the fields you need for the export.

  10. Select Save. The new export is saved and you return to the Export list page.