Manager SE: Steps to Filter Your Own Data for Custom Export File
- Click on the Reports icon to open the report selection screen.
- Change the ‘Report to’ output selector to ‘Screen’ as needed.
- Double-click on *MM – Create Data Export File to begin filtering data for your export.
- Followup tabs provide data filtering (Service Date, Category, Vehicle, Zip Codes, Mileage, New Customer, Inactive, Recommendations, Inspections, etc); experiment to see which works best.
- Once that filter criteria have been selected, click on Search to build the data file.
The results (Records Selected) display on the View List screen. - Click on Print to open a dialog window save your results data to an export file.
- Select a familiar destination (Desktop, My Documents, etc) or use the default shown.
NOTE: Default path is C:\ProgramData\M1-SK\MailMerge - Give the report an appropriate name of your own or use the default filename.
NOTE: Default filename is Followup.csv; if you re-use it you’ll overwrite any previous results with same filename. Output is csv (comma separated values) only. - Click on Save to complete the export data task.