Difference between revisions of "Common functions:Exporting and Merging Data"

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== Introduction  ==
 
== Introduction  ==
  
 
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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.  
 
 
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'''.
 
'''IMPORTANT: '''The modifications made in the merge documents are not applied in '''ProDon'''.

Revision as of 10:03, 11 July 2011

Template:Header ProDon

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 documents are not applied in ProDon.

Export/merge

From a management screen, search the data to export, and click on the "Button Exportation merge.png 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