Export Data Out

If needed it is possible to export the data in Excel format. This could be used to show data to a non-Boréalis user or to create specific Excel tables. Just keep in mind that once the data is exported, it can still be changed in the system. Therefore the Excel file can quickly become updated.

In any list (Individuals, Communications, Grievances, etc.) click on the Tools button and Export Excel. This will download and excel document of the records. The columns I the Excel report are standard and cannot be edited. If you want a custom report Analytics should be the choice.


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