Exporting records to a file
You can export records to a file. The group column headings and formatting are also exported.
To export records to a file:
- View the Groups or Lookup results that contain the records you require to export.
-
Select one
or more records by pressing the CTRL or Shift key as you click each item.
Note: To export records you can:
- Select Export under the
Task Pane in Common Tasks
section.Note: If you do not select any records, you are asked if all the records in the group must be used. If you click Yes all the group records are selected.
- Right-click the Group tab and click Export to export the entire
group.Note: If you do not select any records, the export is handled by the Job Server.l
- Select Export under the
Task Pane in Common Tasks
section.
-
Select the file format you
require
to
use:
- Excel: The records are exported to Microsoft Excel.
- Standard CSV: Individual records are separated by a comma.
- Tab Delimited: Individual records are separated by a tab.
Note: If you require Infor CRM SLX to remember the selection and you do not require to be prompted again, select Remember my selection and do not ask again option. -
Click OK.
Note: An error is displayed if you try to export a group that includes a data field with a large amount of data.
Related topics