Menu

Articles in this section

Summary

The Exports Index Page gives the ability to access various amounts of bulk data within the application. To get started, select Exports from the top navigation bar:

On the Exports page, you'll notice a variety of reports to choose from in the initial dropdown.  

Exports 1.png

After selecting an export option, you will see the Export Settings appear for the export that was chosen. Note the following updates that can be made before scheduling, saving, or downloading the export:

  • Title of the export in IMS
  • Title of export in Excel
  • Sort by condition
  • Sort Direction (Ascending or Descending)
  • Specific report columns to remove or add
  • Rearranging where each column shows in the report

Note the ability to Schedule or Download the file if nothing is customized and you choose to use the default report to run:

If you select Schedule, you have the option to select the frequency of delivery. From here, you can cancel or Save Schedule.

If you select Download to get immediate delivery of the export, you will see a pop-up message that says the following: 
We will notify you when your CRM Contacts export is complete.
It will be available to view for 7 days under your profile on the "Exports" tab.

Note: Please use this information as soon as possible as it contains the most current data and updates can be made at any time. Click OK to download the report.

For immediate delivery downloads, you should receive a new notification update in the notification bell icon as well as a pop-out display from the far-right side of the page.  Select Download Export to download the report to your browser's download folder:

If you wish to see a list of all exports you have downloaded over the last 7 days, select Profile & Preferences (your name, top-right), and select My Profile from the drop-down menu:

From here, select the Exports tab to view your list of exports over the past 7 days.  Selecting the report filename hyperlink will download the report.  You may also wish to delete the files from the drop-down arrow or select Refresh if you are not seeing a recently generated report.

 

Related articles