Exporting data can be useful when you need to get data for use in another program, or for analysing data that is not easily provided for in the reports.

The data from each Browse list and Search results can be exported, as can other special lists such as the Appointment Summary, Wait-list, and Event Summary.

Note: The Export feature is only available to manager and administrator level users.

Read more: How can I export data?

When you export data from BizDiary the data is in a CSV format which can be read by Excel.  Excel (and other similar spreadsheet programs) offers a wide variety of ways of sorting, summarising, and analysing your data.

Read more: How do I analyse data in Excel?

For exported data and Excel reports, your browser will normally ask whether you want to Open the file or Save it.  Although the Open option may seem quick and convenient, we recommend that you choose Save instead.

Read more: Should I choose Save or Open?


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