Data stored in a table can be exported and viewed outside of the application. A table must be configured for export as well as each individual column expected in your exported file.
Currently the ability to include a list or segmentation rule is not available when exporting Relational Data.
From the Relational Dashboard
To export from the Dashboard
- Go to Contacts > Relational Tables then find the table from which to export data.
- Click the Export link next to the table intended for data export
- Verify the Data Type dropdown is set to Relational
- Verify the Table you click the export link to is identified in the Table dropdown.
- Set EXPORT NAME, indicate the File Format of the file by selecting the radio button, and click NEXT
- Verify the Date format
- Click SUBMIT
Confirmation Page
The confirmation page will display all the columns that will be included in your file exported.
Contact Wizard
To export from the Dashboard
- Go To Contacts > Contact Management > Export Contacts
- In the Data Type dropdown select RELATIONAL
- Select the table(s) to include in the export.
- Follow steps 5 through 7 above
View
Retrieve the exported file from the File Manager.
- Go to Reports > File Manager
- Click the name of the file created in the export steps.