Editing a Saved Export

The administrator and subadministrators can make changes to Saved Exports using this feature. Other users can review a Saved Export document here. Start by selecting Export/Grouped Export on the Preferences form.

Open the Saved Export sublist on the Preferences form, and find the Saved Export you wish to edit by opening the master table list for that export.

Double-click on the Saved Export name in the list.

On the Edit Export Settings form, make the desired changes to the Field Info or Export Format tabs.

Click Save.
A dialog will ask you to name the Saved Export.

Do one of the following:

Keep the current name, which will replace the existing Saved Export with the new settings.

Choose a different name, which will create a new Saved Export and keep the existing one.

Click Finished.
The name of any newly created Saved Exports will appear in the sublist.

To delete a Saved Export, double-click on the name in the sublist, then click Delete on the Edit Export Settings form.