Common functions:Exporting and Merging Data

Introduction

The data export/merge consists of exporting data from ProDon to Word, Excel or Text files to process or organize data based on different needs (e.g. special reports, lists for verification purposes, etc.). This function is available in many of the software managements (e.g. Client management, Donation occasion management, Analysis & History, etc.). The data can be exported in full or following the result of a search.

IMPORTANT: The modifications made in the merge files are not applied in ProDon.

Export/Merge

From a management screen, search the data to export, and click on the " Export and merge" button.

This window opens.
A: Choose the selection of data to export or merge.	B: Choose to which type of file (Word, Excel or Text) the data will be exported or merged.

In a Word merge file

This merge feature in Word is useful in the software sections where it is not possible to create a master document (e.g. in the Participants tab of Analysis & History). When creating a merge document, the fields available onscreen in the software will then become available in Word.

A: Choose to export data in a Word merge file.	B: If the merge file has already been created, select it using the drop-down arrow.
C: After selecting the right merge document, click on "Merge & edit" or on "Merge & print".	D: To add or modify a merge document, click on the "Merge document management" button.
NOTE: The .Merge & edit" button allows you to consult the merged documents prior to printing, whereas the "Merge & print" button prints the merged documents directly.

Edit a merge file

After clicking on the "Merge document management" button, this window opens.
A: To create a new merge document, click on " Add".	B: To edit a master document, select the document to be modified, then click on the appropriate button.
NOTE: The merge fields related to this part of the software will automatically be exported in Word to create the document.

In an Excel file

A: Choose to export data in an Excel file.	B: The software names the Excelfile by default. However, it is possible to manually rename it, as in this example.
C: To export or add data in an existing file, you have to name the file in step B in the same way as a source file. To see the name of the file previously created, click on "Generate & explore".	D: This box allows you to export only the columns visible in the configured view.
E: This box allows you to export all the available columns for that part of the software.	F: This function allows you to transform every field format into "standard" format so that it is ignored during the data exportation.

In a Text file

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Document name: Common functions:Exporting and Merging Data

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