Articles on: CANDDi Tools

How to create export preferences

If you're regularly running exports of streams and you want to export specific information based on a stream's criteria, you can create preferences for fields you want to export to save time.

To do this, select the stream you want to export and select ‘export stream’ from the dropdown option menu.



This will bring up a view where you can choose the date range and fields that you want to include in the export.

You can change the date range or fields by clicking the blue ‘change’ button. In case of changing the fields, you can add and delete columns you want to include in the export. To delete click the red cross, and to add type in the value and click the green tick button.

Once you’re happy with the setup, click export stream. CANDDi will take you back to the stream you wanted to export and it will display this message in the top right corner.

 

Have more questions? Contact us at hello@canddi.com or 0161 414 1080

Updated on: 05/02/2020

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