Difference between revisions of "Common functions:Exporting and Merging Data"
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== In a ''Word'' merge file == | == 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 | + | 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 on the software screen will then be available in '''''Word'''''.<br> |
− | {| cellspacing="1" cellpadding="1" border="1" style="width: 454px; height: 452px; | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 454px; height: 452px;" |
|- | |- | ||
| colspan="2" | [[Image:Export and merge data 002.png]] | | colspan="2" | [[Image:Export and merge data 002.png]] | ||
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|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | '''NOTE:''' The | + | '''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 === | ||
− | {| cellspacing="1" cellpadding="1" border="1" style="width: 439px; height: 390px; | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 439px; height: 390px;" |
|- | |- | ||
| 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 11:09, 12 July 2011
Contents
Introduction
The data export/merge consists in exporting data from ProDon to Word, Excel or Text files in order 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 on the software screen will then be available in Word.
Edit a merge file
In an Excel file
In a Text file
Document name: Common functions:Exporting and Merging Data