Export in applications

When exporting from any application, all fields will be exported by default. In ‘Settings’ under ‘Export’, you can determine which fields need to be exported for each application. To do this, you need to create export sets. You can create a set for one application, but also for multiple applications at the same time. For example, you may want to export banking information when exporting from the Financial Application, but not when exporting from the Organization or the Events Application.

Create an export set

  1. Click on ‘Add’ in the toolbar.
  2. Under ‘Name of export set’, enter the name of the export set (e.g. ‘Export events’)
  3. Files that are uploaded by persons are usually exported with the person’s name in the file name. You can anonymize file names by selecting the option ‘Anonymize file names’.
  4. Under ‘Edit and login data’, you can indicate which data regarding activity on the profile of members you want to include in the export set. To include the date and time on which profiles were last edited by the member or an administrator, select ‘Last edited’. Select ‘Last profile changes by member’ to include the date and time on which members last edited information on their profile. Select ‘Last login’ to include the date and time on which members logged in last.
  5. Under ‘Fields’, you can determine which fields will be exported for each object in the Organization. Under an application name, click on the drop-down menu and select all fields that should be included in the export set. Deselect the fields that should not be included in the export set.
  6. Under ‘Export addresses’, you can indicate which addresses should be included in the export set as a whole (in one cell of the spreadsheet). Here you can choose from the addresses that have been set under Settings → Addresses. These addresses correspond with fields in Organization profiles by means of placeholders. When one or more address types are selected here, the spreadsheet of the export will include a separate column for each selected address type in which the composed addresses are displayed.
  7. Under ‘Applications’, indicate for which application(s) you wish to use the export set.
  8. Click on ‘Save’.

The new export set now appears in the overview. The overview shows the name of the set and the applications the set is used for.

Edit an export set

To edit an export set, click on the name of the set in the overview. You will then be able to edit all settings you made when creating the set. After editing, click on ‘Save’ to confirm.

Delete an export set

To delete an export set, click on  behind the name of the set. Click ‘Delete’ to confirm, or ‘Back’ to cancel.