Exporting a View

Follow

Since all data views contain rows and columns, all views can be exported as an Excel document that can be opened in any spreadsheet application. By default, Shepherd’s Staff® will attempt to open the document in Excel. However, in the main Shepherd’s Staff settings under the locations tab (navigate to Utilities on the main menu > Settings > Locations), you will find a field to change the default spreadsheet application. The exported data view will not have the columns ordered as they are in Shepherd’s Staff. The data will be sorted by name only. You will need to edit the document to reorder, sort, or remove columns.

To export any view, click the Export button in the command line.

mceclip0.png

Was this article helpful?
1 out of 1 found this helpful
Have a question: Submit a Request