With the export wizard you can easily filter and export the required information. In addition, you also have the option of saving configured templates or generating automated exports.
The Export Wizard works with the following browsers:
- Internet Explorer (from version 12)
- Microsoft Edge
- Google Chrome
The Export Wizard can be found at Settings/Data Export/Export Wizard.
In the export overview you can view your past exports. With a click on the download symbol you can download the generated export file again. The automated exports are also listed in the overview.
With a click on the blue pencil symbol you can view and edit the selected parameters of the generated export or automate an existing export according to your requirements:
Here you can also see which types of values have already been configured for this export and you can remove them at any time by clicking the delete button.
In the export history you can see the history of previous export activities and can download or delete them again.
To start a new export, please click "New Export".
If you now start a new export, you have the possibility to select your required parameters for the data export.
In seven steps you can configure your export according to your requirements. First select the desired type from the list:
In the next step you have the option to set further filters to define your selection even more precisely. You can select individual fields to be included in the export or "Select all" to export all fields. Then simply click on "next step“.
In this step you can change the order of the selected fields individually if necessary. You can work with the arrows in the menu navigation or move the fields up or down using the "drag and drop" function. This menu item can of course also be skipped.
Here you can set export parameters. If you want to keep the entire export unfiltered, you can skip this step again. Click on "Skip" to proceed to the next step.
You will now receive a preview of your requested export and can filter the preview again using the calendar function in the upper right corner.
In this step you have the option to automate your export. You can also skip this step and edit or automate the export at a later time
In the last step you complete your export. Here you can enter a name for the export and a description of the configured export. You can also change the desired separator character for your CSV file if required.
You have options to save the export, download only or download and save the configuration at the same time.