You can easily export most of the data in Borealis to an Excel format, a PDF format, or vCard (VCF) format when applicable. This is useful when you want to show data to a non-Borealis user or leverage the specialized tools in Excel and create specific tables or create contacts in your email client based on Borealis data.
You should keep in mind exporting the data creates a snapshot of what is currently in your system and results in the exported data no longer being updated once it is outside the system.
This article covers the following:
Export Data to Excel
- Navigate to a register (e.g., Individuals, Communications, Engagement plan...).
- Apply a quick filter or sort your data so that only the data you want exported is displayed in the list.
- Click on the Tools button in the upper right hand corner.
- Select Export as Excel.
- The files will be downloaded through your browser. You can click on the downloaded files to open them.
The columns in the Excel report are standardized. If you want to customize your export, our Analytics tools are highly flexible and customizable
Export Data to PDF
- Navigate to a register (e.g., Individuals, Communications, Engagement plan...).
- Locate and open a record which you want to export to PDF.
- Click the Actions menu.
- Select Export as PDF.
- A new page will open in your browser to display the report for your review.
- You can then click on the download icon to download it to your device or the print icon to print the pdf report.
Export Data to vCard (VCF)
- Navigate to either Individuals or Organisations in Stakeholder Management.
- Locate and open the record which you want to export to vCard (VCF).
- Click the Actions menu.
- Select Export as vCard.
- The files will be downloaded through your browser.
- For certain email clients, you can click on the downloaded files to open them and may need to specify your email client as the software to use.
- You can then review the contact information and click the Save and close button.
You can also upload the vCard directly into some email clients. For example, when using Outlook, you can import vCard information from File > Open & Export > Import/Export then select the Import a vCard option and following the instructions on screen.
Certain web email software may require you to convert vCard files to a VCF format before you can create the contact. Refer to your email client documentation on how to proceed.