Data Export Reports
Data export reports include virtually all data in a given area, such as a hub. For example, the Contact Export report gives you access to the data stored in the Contacts hub. You can print a data export report or download its contents into Excel spreadsheets for auditing and analysis.
Standard reports, with sorting and grouping levels and multiple levels of headings, do not always download cleanly into a spreadsheet format. To overcome that problem, the Data Export reports display all data in a simple columns-and-rows format. The reports have a single row of column headings but no report title or other report header information.
You can select up to 100 columns for a data export report. Up to 15 of those columns can be user-defined columns.
Limitations
These are simple reports with a specialized purpose. Because of that, they have the following limitations:
- Limited filtering: You have the same options for selecting records on the lookup as you do for other reports, but you have no other options for controlling the records that are included on the report. The Options dialog boxes have only the Columns tab for selecting the data displayed in each row of the report.
- Limited security: If you give a user access to a data export report, that user can generate a report that contains any or all of the columns available for that type of report. No other access restrictions (to labor cost information, for example) are enforced for these reports.
- Related Topics:
- Accounts Payable Export Report
Use the Accounts Payable Export report to download accounts payable data to a Microsoft Excel spreadsheet file or other file format. - Accounts Receivable Data Export Report
Use the Accounts Receivable Export report to download accounts receivable data to a Microsoft Excel spreadsheet file or other file format. If you use multiple companies, the column headings and account mappings are based on the mappings set up for the company that owns each project. - Asset Item Data Export Report
Use the Asset Item Export report to download asset item data to a Microsoft Excel spreadsheet file or other file format. - Contact Export Report
Use the Contact Export report to download contact data to a Microsoft Excel spreadsheet file or other file format. - Employee Export Report
Use the Employee Export report to export employee data directly to an Adobe Portable Document Format (PDF) file, Microsoft Excel spreadsheet file, or Rich Text Format ( RTF) file. - Firm Export Report
Use the Firm Export report to export firm data related to clients, vendors, prospects, competitors, government agencies, and any type of external business to a Microsoft Excel spreadsheet file or other file format. If the Firm Export report is not available, use the Client Export report. - General Ledger Export Report
Use the General Ledger Export report to download general ledger data to a Microsoft Excel spreadsheet file or other file format. - Marketing Campaign Export Report
Use the Marketing Campaign Export report to download marketing campaign data to a Microsoft Excel spreadsheet file or other file format. - Payroll Export Report
If your enterprise uses Payroll, use the Payroll Export report to download payroll data to a Microsoft Excel spreadsheet file or other file format. If you use multiple companies, this report only includes employees for the active company. - Project Expense Data Export Report
Use the Project Expense Export report to download project expense data to a Microsoft Excel spreadsheet file or other file format. This report includes expenses other than labor expenses. - Project Labor Export Report
Use the Project Labor Export report to download project labor data to a Microsoft Excel spreadsheet file or other file format. This report only includes project labor. - Project List Export Report
Use the Project List Export report to download project data to a Microsoft Excel spreadsheet file or other file format. - Project Summary Data Export Report
Use the Project Summary Export report to download project summary data to a Microsoft Excel spreadsheet file or other file format. - Vendor List Export Report
Use the Vendor List Export report to download vendor data to a Microsoft Excel spreadsheet file or other file format.