Export Label Exporting to File
If this drives anyone else crazy (and even if it doesn't), please take a look at this in the Idea Box and vote for:
https://unity.yourmembershipinc.com/IdeaBox/default.aspx?id=4194
Make the Export Label on a custom field export to a file, not the Field Name, when the query is created in Exports & Reporting.
Currently, the Export Label only actually exports to a file when it is run from Directory & CRM. When exporting from Exports & Reporting, the Field Name is exported (this info is not included in the "info/help" when creating/editing the fields.)
We have demographic fields that were created to be user-friendly and contain a lot of text. For example:
Field Name: What is the size of the organization your work for?
Export Label: Org_Size
When created thru Exports & Reporting, the Field Name (our question) is exported to a file instead of the Export Label. Seeing "Org_Size" in an Excel file would be a lot easier than seeing the question.
Directory & CRM can only be used for simple querying, so we rely heavily on creating custom reports in Exports & Reporting.
Changing the file after it is exported is time consuming or can't be done if the report is scheduled to be sent to staff, leadership, and /or vendors.
Thanks!
Sharon