Common functions:Exporting and Merging Data

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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



Edit a merge file

In an Excel file

In a Text file








Document name: Common functions:Exporting and Merging Data