Export Setup – BACKTRACK Instruction Article

Summary

This article describes how to setup an Export in BACKTRACK.

Instructions

From the Main Menu, select “Database Maintenance”

  1. Select “Transfer Functions” from the menu
  2. Select “Export Data” from the menu
  3. Select “New” from the buttons on the right side of the “Select Export” screen
  4. In the “Description” field, select an appropriate name for the export routine
  5. Click on the radio button next to the database on which this export will primarily use
  6. Click OK
 
Now, set the parameters of the export file.  These include:
  • Fields – defines what fields will be exported in order as shown on the screen from top to bottom
  • File Options – defines the export file type and name (types include: CSV, XML, or DBF)
  • Criteria – allows the user to filter the data to be exported
  • Sort By – controls the sort order of the records in the export file
  • Custom Fields – allows the user to create new fields dynamically during the export (e.g. concatenate two other fields, etc.)
  • Parent Item – defines what type if parent item to use for the export

Additional Comments

Instructions Written Using:
OS (PC): Windows XP, 7, 8
Application: BACKTRACK 2012

Updated on October 31, 2017

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