Where Your Members Shop: Exporting Account Data (2)

Screen ID: 

Screen Title: 

Panel Number:

PEXP-03

Exporting Data

6365


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Access this screen by selecting "Complete dashboard for query or download on the entry Export Account Data screen. (This version of the export screen is available when you use the Where Your Members Shop Dashboard.)

  • Enter a filename and press Enter to create the file. Thefile generated will be stored in QUERYxx, where xx is your 2-character CUID.

  • With this option, the system gathers all of the data currently being displayed by the analysis tool (including all fields) and creates a database file that can then be manipulated using the CU*BASE Report Builder (Query). All records will be included (not just the ones that are visible on the screen, but the entire list).

    • This file will contain all fields that are displayed as columns on the analysis tool.

    • Duplicate account number records will not be eliminated; data will appear in the file exactly as it appeared in the analysis tool.

    • HINT: This means the results from this export method might have more records than the results from method 1, for tools where the same member might be listed multiple times.

Append to Data Already in File Option

If you enter a filename that was previously used, additional selections will appear.  You can either

  • Change the file name to save the data as with a different filename.

  • Select "Replace the data in this file with my new data" to overwrite the existing data in the file.

  • Select "Append (add) this data to the data already in the file" to add the data in the file to the existing contents of the file.  NOTE:  The data must be merchant to merchant or member to member.  If the data is of a different type, say merchant adding to a member file, the data will be overridden as with the "Replace" option.