Exporting Data

I need to export all of my data from Sage CRM into excel spreadsheets. I can export Companies, People and Leads into excel spreadsheets but I cannot export my Projects as there is no "export to file" button. Why is this and how can it be fixed?

  • The button is not there in either Chrome or IE
  • I have full administrator permissions
  • I have checked with other users (who have full and restricted permissions) and this is the same for them
  • I have tried to export the data from several different computers with no success - this is not local to my machine
  • No updates have occurred within our environment that could in anyway have affected Sage (Have checked with our IT people. Additionally all updates have been on hold for the last few months until we receive a definitive list of all current windows updates that may affect Sage from Sage)

  • 0

    Projects is not a standard entity, so is it a renamed standard entity, or is it a custom entity?

    If it is a custom entity, you would have to build the functionality into the page, there are articles on this on the site if you have the correct access.

    However, you could do this via a report and send to excel as a work around, or just grab the data from the database.

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    i don't think creating a report is the easiest way to do it as i need to dump all time billed, communications and notes from each project as well as the project details individually and all projects, active and inactive as a grop.

    Thanks for the suggestions though i will try to find the correct articles.

  • 0

    Hi,

    Sage CRM provides Export to File button on the Find screen of Sage CRM primary entities like Company, Person and Leads. However in your Sage CRM, Project entity that you have mentioned seems to be new custom entity created. Hence Export to File button is not available for Project entity.

    Although Export to File is not available to export all project data into Excel sheet. Here you can use Sage CRM Reports to Export data into Excel sheet.

    1. Create Simple Sage CRM report.
    2. Bind a view that will provide all the records available into the Project entity.
    3. Once report is created, you can easily export data into an excel.

    To generate simple reports in Sage CRM, we have documented steps at our blog site. Here is the link.

    http://www.greytrix.com/blogs/sagecrm/2012/10/06/generating-simple-reports-in-sage-crm/

    Hope this helps!

    Sincerely,
    Dinesh

  • 0

    A report is built on a view, as are the searches. Anything you get in a search, you can get in a report if you write the SQL correctly.