Export Label Exporting to File
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4/5/2019 at 7:54:33 PM GMT
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

 

 



4/8/2019 at 6:11:29 PM GMT
This would be useful.