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 (.txt) or comma-separated values (.csv) 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.
In version 3.x of Camelot, follow these steps to create your own export of your Contact List data:
1. On the Reports screen, click the New Report button at the bottom left.
2. On the first screen of the new report wizard, enter first a name for the new report (like "My Contact List for Exporting")
3. Under the report name, choose the report category folder for the new report, in this case usually it would be "Client/Contact Lists"
4. Under the report category, choose the dataset for the report, which should be in this case "Contact List", and click the Next button.
5. Now select the fields you want to include from your contact's information in the order you want them. Typical fields to select here would be: FirstName-BillingContact, LastName-BillingContact, Title-BillingContact, Address-Billing, City-BillingAddress, State-BillingAddress, Zip-BillingAddress, Last Done Order Date, Email
6. Once you've selected the fields you want to include, click Next, and since you don't need to create any groupings, just click Finish.
7. You can now double-click on this new report you've created and set the criteria to be who you want to include in the list. For example, for a list of all clients who've had work done in the past 3 years that you have an email address for, the criteria would be:
Client? is Yes (True)
AND No Mail? is No (False)
AND Email contains @
AND Last Done Order Date is on or after 36 months ago
8. After setting the criteria to be who you want to include, just click OK.
9. Now to send the results to a file, click the Send To File button on the right to export the data to either a tab or comma delimited text file.
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