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.

Currently, you can add and edit exports only from General ledger.

Note: We are adding ability to add and edit exports from other modules in upcoming releases.

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

  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. 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.

  6. Select the Output tab.

  7. 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.

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

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