Exporting Results from a Report to a File
For any of the reports created in the program, you can export the dataset resulting from the criteria on the report to a tab-delimited text file by selecting the report in the report list and clicking the Send to File button on the right of the Reports screen. You will then be asked to name the file and where you want to save it.
You can give the file any name you want, but it is recommended that the extension on the file be TXT to indicate that it is a text file. A Tab-Delimited Text File is a file where the first row contains the field names separated by the tab character (ASCII 9) and the following rows are the records of those fields of data, each record separated with a carriage return (ASCII 13). Most programs will allow you to import from this type of file. Even if you can't use this type of file directly with whatever program you want to import it into, you can at least open it in Microsoft Excel or other spreadsheet program and then save it into whatever format you may need from there.
You can also create a Comma-Delimited Text File (CSV or Comma Separated Values) by choosing that option in the File Type box on the Save screen that appears when you click Send To File. Comma-delimited text files have a comma between every field instead of a tab and also will have quotation marks around all text string fields. This file type is often used when interfacing with direct-dial telemarketing systems.
Normally it will be a Client/Contact list report that you are using when you export data. Remember that you can create your own report (if you have a Pro edition of our software) based on the Contact List and choose just the fields you want. It isn't necessary to format the report layout itself since you will be just be sending the data out of it.
Follow these steps to customize/create your own export of Contact List data:
1. On the Reports screen, select the Report Category folder you want to put this report into, and click the New Report button at the bottom left of the Reports screen.
2. Be sure the Contact List dataset is chosen there in the box to choose the dataset for the report, and for Camelot 3.x, also be sure the category folder you want the report to be stored in is chosen, and you enter a name for the report here as well, and click the Next button.
3. Select the fields you want in the file and the order you want them in on the next screen, and click Next when you are done.
4. In this case, you don't need to create any groupings, so click Next again (for Camelot 3.x, you just click Finish here, and you are done with the report creation - move on just selecting the report, choose the Criteria for who you want to include in the results, click OK, and click Send to File).
5. Choose how you want the results to be sorted (remember by Checking the box next to the fields on the right it is sorting in descending order by that field instead of ascending, so normally you want to leave that unchecked).
6. There is no layout necessary since this report is just for exporting data, so click Next again, and then Next again.
7. In the Camelot 2.x, the next screen is where it asks for a Title for the report, so you would give it an appropriate name (e.g. "Client List for Export")
8. Click Finish
9. Close the ReportBuilder screen with the X at the upper right, and if it asks say "Yes" to save your changes.
You can now select this report and click Send To File to export the data to either a tab or comma delimited text file. Remember that you can set the Criteria the report to include whatever list of clients that you want just like on any other report.
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