Chapter 21
EXPORT
We can create custom exports with a file layout for your campaign software or payroll department. You may also choose to export in the form of an Excel spreadsheet. In this chapter you’ll learn to:
Run audit reports
Check for 0000 book numbers
Export data
1. Run audit reports first!
2. Check for 0000 book numbers.
3. Select a company name.
Note: Begin date auto resets to last export date, and End date is always the current date. This eliminates the possibility of missing or duplicating records. You may however, manually reset these dates or view a list of previous exports.
Note: Use down arrows to view previous exports. You may highlight/CLICK to duplicate dates. You may also CLICK Reset Begin/End Dates to change.
4. CLICK Export Data.
5. Data is exported to your C drive.