Difference between revisions of "Orgs & People Extract"

Revision as of 15:40, 22 May 2015

Location in standard build: Reports > Data Extraction/Mail Merge

File:DE 1.png

Data Extractions provide a way to export data about organisations/people stored on the system. You can choose:

• which types of organisation/person you want information about
• whether to filter these people (for example, only display people who live in a certain district)
• whether to output the data directly to a spreadsheet, or to a Blue Folder Lookup

Creating a Data Extraction which produces a spreadsheet

Click on the menu item to see a list of the Data Extractions currently set up on your system, if there are any. Click "Create New Export" to create a new one.

File:DE 2.png

Choose who to extract

Click on the "Who To Extract?" tab.

File:DE 3.png

You can now choose the different Types of organisations/people to show details for. For each Type, there are three choices:

1. Include

1. Exclude
2. Not Relevant