How to run Unscheduled Exports

The Scheduled Exports facility allows you to have data exports occur at defined date intervals. It may also be useful to perform a data export immediately rather than at the scheduled time. In this case, we generate the export data by running the export manually. These manual runs are known as Unscheduled Exports.

Another difference between an Unscheduled and Scheduled Export is that Unscheduled Exports use the current matching records as the data source, whereas a Scheduled Export uses the Conditions statement to retrieve the records to be exported. Unscheduled Exports ignore the Conditions statement.

To run an Unscheduled Export:

  1. Search for or otherwise list a group of records.
  2. Select Tools>Exports from the Menu bar to display the Exports box.
  3. Select the export to run.
  4. Click Export to export the currentClosedThe record currently displayed in Details View or highlighted in List View (there is a faint dotted line around it). It is only possible to have one current record at a time. record or selectedClosedA selected record is one that has been chosen either on its own or to as part of a group of records. It is usual to select the records you want to be affected by an operation before performing the operation. Selected records are used in many instances, e.g. when a number of records are to be: discarded, saved in a group, or attached to another record. A selected record displays on screen with a blue background when in List View. records

    -OR-

    Click Export All to export all listed records.

    The export is run with a status dialog box displayed. When the export has finished, a completed dialog box displays:

    Exporting

  5. Click OK.

    The results of the export are stored on the Vitalware server. To view the results it is necessary to look in the Exports module. See How to view and save Export results for more details.