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control_marketing_and_adv_explorer_manual_ch_7_-_data_export_and_macro_listing_instruments [2019/01/30 09:22] (current)
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 +Two instruments were designed specifically to make exporting of data flexible and easy for the user, the Export Field Chooser Instrument and the Export Template Instrument.
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 +==Export Field Chooser Instrument==
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 +This instrument allows the user to :
 +  * select the desired fields for exporting
 +  * specify and arrange the order for those fields
 +  * specify the format for the exported data (see appendix for types)
 +  * specify the sort field
 +  * limit the output to a fixed number of rows
 +  * output the data to file or email
 +  * save the configuration for future use
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 +{{::​http:​www.ecyrious.comcontrolimagesmarketing_and_adv_explorer_instrumentsinstrument_-_export.png?​nolink&​|}}
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 +==Saved Export Template Instrument==
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 +Use this instrument to quickly execute an export using the selected template.
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 +{{::​http:​www.ecyrious.comcontrolimagesmarketing_and_adv_explorer_instrumentsinstrument_-_saved_export_templates.png?​nolink&​|}}
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 +Double-click on the export template or select the template name and click Export.
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 +==Macro Listing Instrument==
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 +Use this instrument to quickly execute the selected macro. ​ This instrument should show shared (public) macros and the logged in users non-shared (private) macros. Macros are created by going to Sales & Marketing in the main menu, then choosing Macro Setup.
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 +{{::​http:​www.ecyrious.comcontrolimagesmarketing_and_adv_explorer_instrumentsinstrument_-_macro_list.gif?​nolink&​|}}
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 +Double-click on the macro or select the macro and click Execute.
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