Difference between revisions of "Common functions:Exporting and Merging Data"
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'''IMPORTANT: '''The modifications made in the merge documents are not applied in '''ProDon'''. | '''IMPORTANT: '''The modifications made in the merge documents are not applied in '''ProDon'''. | ||
| − | == Export/merge == | + | == Export/merge == |
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| + | From a management screen, search the data to export, and click on the "[[Image:Button_Exportation_merge.png]] Export and merge" button. | ||
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== In a ''Word'' merge document == | == In a ''Word'' merge document == | ||
Revision as of 10:02, 11 July 2011
Contents
Introduction
The data export/merge consists of exporting data from ProDon to Word, Excel or Text documents 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 documents 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. | |
In a Word merge document
Edit a merge document
In an Excel document
In a Text document
Document name: Common functions:Exporting and Merging Data
