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Export filters

Export filters

Apr 06, 2021

When entering the export filters tab, you will be presented with the following page:

From here, it is possible to create a new export filter by applying the following settings:

Be aware that depending on the Source and Type you choose, the settings can change.

  • Name: Give your filter a title

  • Source: Choose the data source you want to export from

  • Type: Choose between whether you want to export to a CSV-file or Excel-file

    • CSV file: 

      • Incl. header: If ticked, the heade will be included in the CSV file

      • Field separator: Choose which symbol will be used to separate each value. "," is chosen by default.

  • Include: 

    • All rows next time, then only changed rows: Includes all rows the first time

    • All rows:  Includes all rows in the export

    • Only changed rows: Includes only changed rows in the export

  • Only rows that match the filter: If a filter is selected then the only rows that will be exported are those that match the filter

  • Skip empty rows: If checked, all empty rows are skipped in the export

  • Date format: Defines the date format to use, for example YYYY-MM-DD

  • Currency format: Defines the currency format to use, for example MMMM.CC

  • Text coding: Defines the text encoding, for example UTF-8

  • Static texts: You may specify one or more texts, these will then be available as fields that can be included in the export, but they will always have the same value

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