Advanced Export - Starting the Export Process - Level 3 and Above

Step By Step Procedure (Starting the Export Process)

This is the last part the step by step procedure for Advanced Exporting.  For information on the steps leading up to this point: Other Options.

Note: AnyOrder comes with some sample profiles and we have prepared a summary of how to create your own reports using Advanced Export.  You'll find it here: Sample Profiles and Creating Your Own Reports.

Once you've created the profile in the second dialog box, selected desired options, and added a replacement table (if needed), you'll be ready to export.  To do so, return to the first dialog box in the Export series.

You'll be at this dialog box:

Select Profile Name and File Name

First make sure the appropriate profile name is selected.  Then enter the file name you want to use for the export.   Use standard naming conventions when naming the export file.  Use ".txt" or ".csv" for Comma Delimited and Tab Delimited files and ".dbf" for dBase files. For more information: Supported Import File Types.

Also it's helpful if you keep file name short.  Most importantly, don't use spaces.  It can create problems on some system configurations.  If you need to use a space, use an underline in its place.  For example, instead of Job Report, use Job_Report.

Change to the directory where you want the file stored.  Avoid selecting a directory with long names or names with spaces.

Select Invoices to Export

Select the invoices that you want to export.  You have a variety of choices.  You can export the current invoice or a range of invoice numbers.  You can select from a list, set a filter, or use a combination of filter and list.  Finally you can also select from a list of all invoices that have credit card numbers (useful for doing a credit card export).  For more information on these choices, see Export First Dialog Box.

Start Process

When you have selected the invoices you want exported, click on "Start Export Process."  AnyOrder will then export the records to the file you have designated.

This is the end of the step by step procedure for importing file.

More Information on Exporting

Advanced Export Overview (First Dialog Box)

Export Profiles (Second Dialog Box)

Other Options (Third Dialog Box)

Export Replacement Tables

Sample Profiles & Creating Your Own Reports

Export Files Types Supported

Flat File Utility

Exporting to the Clipboard

Form Filling, Labeling and Mail Merging