How do I export data?

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.

Exporting is very simple - just click the Export button at the bottom of the browse or search results, select the fields that you want included, and then click [Export]. The system produces a CSV (comma-separated) file, which can be used in Excel, and other programs.

Example: Get a list of all customers seen by a particular personnel over the course of a year (exclude cancellations and no-shows).

1. Login to BizDiary as a Manager or Admin level user.
2. Select Appointments > Search Appointments from the menu.
3. Select the Personnel, and enter the date range (From date and To date).
4. In the Status, click on Unconfirmed, then hold down the [Shift] key and click on Arrived (this selects all the statuses from Unconfirmed to Arrived).
5. Click the [Search] button.
6. Click on [Export] (at the bottom of the list).
7. Remove the fields you don’t want and then click the [Export] button.
8. You can Save the file, or Open it directly in Excel.

see also...

• How do I analyse data in Excel?