How do I Export a File to Web?

1. Exporting a file to Web

1.1. Click Export on the Toolbar.

Click the Tools Menu.

1.2. Fill out the Export Modal.

1.2.1. Fill out the Information section.

 

  1. Export - What export you are running or if it is a new export.
  2. Name - Name of the export.
  3. View - What view will be used for the export.
  4. Delivery - Which delivery method will be used for the export. (Connection, Email, File, Web)
  5. Share To - Select who you would like to share the export with.

1.2.2. Select your Advanced options.

Under the Advanced options, enter if you would like a Header, Footer,if you would like to Limit the export to specific records, and if you want to define a custom split.

 

  1. Limit - Allows you to limit the amount of records you receive in the file.

1.3. Click Save to save the export or Run to export immediately.

Click Save to save the export or Run to export immediately.