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Export records

How-to4 minFoundation

Before you start

Export when you need a module’s records in a spreadsheet, for a meeting or for someone outside Beezr. Beezr builds the file and emails it to you, so keep your inbox in view.

Export a list

Section titled “Export a list”
  1. Open the module’s list, for example Invoices.
  2. Set the filters you want. The file follows them. With no filter, it holds every record.
  3. Click Export. The Export report window opens.
  4. Under Columns, choose All fields or Tabular view.
  5. Check the Send to address. Type another one if the file should go to someone else.
  6. Click Export report.
The Export report window over a Products list. It explains that the report follows active filters and is sent by email. Columns offers All fields and Tabular view. Send to holds an email address.
    Export is next to Import in the top bar.
    Filter rules that are active when you click Export shape the file.
    All fields exports every field of the module.
    Tabular view exports the columns in the table you are looking at.
    Send to starts with your own email address and can be changed.
    Export report starts the export.

A window then says Your report is on the way and that Beezr is preparing it and will share it over your logged-in email shortly. Click through it and carry on working. The file arrives by email.

Which columns should I pick?

Section titled “Which columns should I pick?”
ChoiceYou getUse it when
All fieldsEvery field of the moduleYou want the complete record, for example to keep a copy or to clean data
Tabular viewOnly the columns the list shows nowYou want what you see, in the order you see it

Your administrator sets which columns the table shows. Tabular view follows that setting.

How is this different from a report export?

Section titled “How is this different from a report export?”

A list export is emailed and covers records. A report’s Export menu saves a file to your browser and covers the numbers on that report. See Change a report’s dates and export it.

Where do I look for the email?

Section titled “Where do I look for the email?”

Check the address in Send to first, then your spam folder. Beezr sends to exactly the address in the box. If the file still hasn’t come, ask your administrator.

Check yourself

Sara clicks Export. Where does the file arrive?
Show the answer

In the email address shown under Send to. A list export is prepared on the server and sent by email. The Send to box starts with the email you signed in with.

Karim filtered the list to Overdue invoices, then clicked Export. What does the file contain?
Show the answer

Only the overdue invoices. The export follows any filters that are active when you click Export.

What's next

Import records from a fileLoad many records into a module at once from a CSV or Excel file, check the preview, and confirm.Change a report's dates and export itNarrow a report to a date range or a filter, refresh it, then save the chart as an image or the numbers as a CSV file.

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