Output Selected Records to Excel

With this utility, specific customer data information based on customers listed in the Select Customer Records, can be exported using DDE (Dynamic Data Exchange) to an Excel spreadsheet for further data manipulation and analysis.
This feature is only available in GUI (Graphical User Interface) environments, where Excel has been installed.

Because the field values that are exported are variable and controlled by the operator, the spreadsheet cannot be formatted automatically from within SRM, but must be formatted manually using the Excel tools.
e.g. column and row sorting, column sizes to fit, dollar values to standard decimal places, dates to preferred format, etc.

The prompts to selected the data fields to export and to create the Excel spreadsheet are:

STARTING SORT KEY

Leave this field blank to include all Customers in the Select Customer Records list or type the starting sort key for a preferred range.

Note: The Sort Keyfor each record is defined in the Select Customer Records.

ENDING SORT KEY

Leave this field blank to include all Customers in the list or type the ending sort key for a preferred range.

PRINT ALL CONTACTS

Check this box to list all contacts for each customer exported in multiple rows with one contact per row.
Uncheck this box to list just the first contact in the Contact Information table.

SUMMARIZE PROFILE CODES

This option is only relevant if some or all customers have Profile information assigned.

Check this box to output the profile class/description/code/description as one line per profile class with the number of profile codes for that class.
Uncheck this box to list each class/description/code/description in detail.

Data Fields For Export:
All the data information fields available for export are listed by sequence number in the order that the data will first be presented on the spreadsheet.

SEQ

The sequence number tracks the customer fields and criteria fields in this table.

FIELD NAME

The Customer data Field Names are listed first and are the actual field values from the Customer Information.
The Criteria Field Names are listed after all the customer data fields. Refer to the original criteria parameters used in the Selection Criteria utility to create and filter the selected list of customers.

EXPORT

Initially the Field Names checked to Export, reflect the previous selection that was last exported.
Check or un-check the data Field Names to indicate your selection to be reflected on this Excel spreadsheet.

The SET ALL and CLEAR ALL buttons at the bottom can be used to make a quick general selection with which to start based on Customer Data and/or Selection Criteria, when identifying the Data Fields for Export.
Specific Field Names can then be checked or unchecked as required.

Finished ?

When the Field Name Export selection is ready click ACCEPT to generate the spreadsheet.

The spreadsheet can then be formatted and sorted as required using the Excel tools and utilities.

ACTIONS:
Additional actions provided by buttons on the Export to Excel screen include:

• Auto Check the Field Names to be Exported:
  Click on the SET ALL to check the Export boxes for one of the following Field Names options:
  • Click Customer Data to only check all the Field Names associated with data sources from Customer Information.

  • Click Selection Criteria to only check all the Field Names associated with data sources from Selection Criteria.
    Criteria not used in the original selection process will not be included.
    

  • Click Both to check all boxes to be exported.

  Individual values can then be de-selected as required.

• Auto Deselect the Field Names to be Exported:
  Click on the CLEAR ALL to un-check the Export boxes for one of the following Field Names options:

  • Click Customer Data to uncheck all the Field Names associated with data sources from Customer Information.
    Selection Criteria boxes will not be changed.

  • Click Selection Criteria to uncheck all the Field Names associated with data sources from Selection Criteria.
    Customer Data boxes will not be changed.

  • Click Both to uncheck all Export boxes.

  Individual values can then be re-selected as required.