Exporting Data 

  1. Log into Perenso Administration.

  2. Click on System Config > Exports.

There are two way to export data:

  • Exporting using existing export rules
  • Exporting a New Export Type



Export using a previous export template

  1. Select the Export Name from the list.
    The below screen will display with the the selection based on the last export.

  2. Click Save & Export to export the data.

 

Exporting a new File

  1. In Export screen, click on New Export.

  2. A New Export pop up box will display. In the Type field, select the type of export you require.

  3. In the Description field, enter a description for the export. The description entered will be saved as a template for future exports.

  4. Click Add Export to save.
    This will return you to the main Export screen. You will see the new export you created display on the list.

  5. Click on the Export Name to configure the export template.
    The Export Details screen will display.

  6. In the Select Fields to Export sections, click on the checkbox for fields you wish to display in the export.

  7. In the File Name field, enter a name for the export file.

  8. In the Export As field, select the export file format.

  9. Click Save & Export to export the data.