To create a custom export from within Redtail, go to Manage Your Account from your Top Right Menu Bar:
On the resulting page, you'll see a Custom Export Templates option under Manage Templates:
Click that and you'll then see displayed an alphabetical list of all of the custom exports that have previously been created within your database, along with the dates they were created or updated:
We'll cover later how to edit existing custom exports, but first let's look at how you create new ones and how you actually run an export after creation.
Creating a new custom export
To create a new custom export, click the New option in the top right corner of your Custom Exports page. You'll then see your Export Builder, a sample portion of which is displayed below:
From this page, you can select each of the fields that you'd like to include in your Custom Export. Note that there is a Custom Export Name box at the very top where you must populate a Name for your Custom Export in order for it to save. Note as well that each section has a "Select" menu in its upper right corner which will allow you to easily select All or None of the fields within a given section. Once you've selected each of the fields you want to include, click Save, which is accessible both above and underneath all of your Field options. You'll then have an opportunity to drag and drop your selected fields around so that when you run your export the fields display in your Excel file in your desired column order. When satisfied with the field ordering, click Save.
Running a custom export
So, how do you run one of these exports for a desired group of contacts? Let's say that you want to run this export for a Quicklist within your database called "401k Participant". After sending this Quicklist to your Advanced Search page and selecting each of the individuals you want included in the export, you can select the export you just created by clicking Custom Exports from the Contact Options menu above your search results:
After clicking "Custom Exports", you'll see an Export Contacts modal that will allow you to choose from your Custom Export templates and run the Export:
After selecting your export template and clicking Run Custom Export, a download of the export will begin. Once complete, you can then open up the custom export in Microsoft Excel.
Note: I used a Quicklist above as my group of contacts, but it does not matter if you use a Quicklist, a Tag Group, run a new search or send contacts to your Search page from another report's results - the aim is to get them on your Advanced Search page so that you can produce your custom export.
Edit existing custom export
If you find that a custom export you've created needs to be edited, you can go to your main Custom Export Templates page and click "Edit" from the Custom Export's Actions menu:
You'll then be carried to the Custom Export Builder with all previously selected fields for the export template checked off. You can add or delete as needed and then save your changes to update this custom export template.
Comments