Difference between revisions of "Common functions:Exporting and Merging Data"
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| colspan="2" | [[Image:Export and merge data 002.png]] | | colspan="2" | [[Image:Export and merge data 002.png]] | ||
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| − | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Choose to export data in a '''''Word''''' merge file. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Choose to export data in a '''''Word''''' merge file. |
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| − | '''<span style="color: rgb(255, 0, 0);">B: </span>'''If the merge file has already been created, select it using the drop-down arrow. | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''If the merge file has already been created, select it using the drop-down arrow. |
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| − | '''<span style="color: rgb(255, 0, 0);">C: </span>'''After selecting the right merge document, click on "Merge & edit" or on "Merge & print". | + | '''<span style="color: rgb(255, 0, 0);">C: </span>'''After selecting the right merge document, click on "Merge & edit" or on "Merge & print". |
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| − | '''<span style="color: rgb(255, 0, 0);">D: </span>'''To add or modify a merge document, click on the "Merge document management" button. | + | '''<span style="color: rgb(255, 0, 0);">D: </span>'''To add or modify a merge document, click on the "Merge document management" button. |
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| colspan="2" | | | colspan="2" | | ||
| − | '''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. | + | '''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. |
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=== Edit a merge file === | === Edit a merge file === | ||
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| colspan="2" | After clicking on the "Merge document management" button, this window opens. | | colspan="2" | After clicking on the "Merge document management" button, this window opens. | ||
Revision as of 07:35, 12 July 2011
Contents
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 " |
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. |
In a Text file
| |
Document name: Common functions:Exporting and Merging Data
