Export to Excel

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Starting with a list of People, an icon in the right margin will initiate an export to Excel.

A User can choose which columns to export, and optionally export Skills and Resumes/CVs as well.

Data columns can be chosen from the following tables:

People

Companies

Positions

ActivityHistory

HomeAddresses

WorkAddresses

EmailAddress

 

To Export People List Information to Excel:

1.Click the Export All Listed People to Excel icon, ExcelIconB in the right margin of the List window. The Export To Excel dialog box appears.

2.Select a format or click the Add New Format icon, PlusIconB.

3.Click the Select Folder icon to define a directory location for the file.

4.Enter a filename for the Excel file to be exported.

5.Optionally click the check box Extract Resumes to Subfolder to create a sub-folder for the exported resumes.

6.Click the Add Field icon.

7.In the Add Fields form select a Table name and Field Name, then enter a friendly name for the field.

8.Repeat step 7 for each additional field (column) to be added to the Excel spreadsheet.

9.Optionally click Include Skills as Comma Delimited line

10.When all required fields have been added to the Fields to Export window, click Export. The data will be exported to an Excel file. The file will be named according to the selection in the Add Fields Form, including the location of the file. A subfolder will contain the exported Resumes/CVs.

 

Example: People Export to Excel

PeopleExportToExcelB

 

Example: People and Skills Export to Excel

ExcelExportPeopleAndSkillsB