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

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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.
 
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''To create a new merge document, click on "[[Image:Button_add_plus.png]] Add".
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''To edit a master document, select the document to be modified, then click on the appropriate button.
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''To edit a master document, select the document to be modified, then click on the appropriate button.  
  
 
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Revision as of 07:31, 12 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 files 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.
Export and merge data 001.png

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.


Export and merge data 002.png

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.
Export and merge data 003.png

A: To create a new merge document, click on "Button add plus.png 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

Export and merge data 004.png

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

Export and merge data 005.png







Document name: Common functions:Exporting and Merging Data

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