Saving/loading exports as database records

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Often you may need to export the same group of fields on more than one occasion. The Saved Export feature allows you to save the settings for common exports.

Export settings can be saved in the current database or they can be saved to disk to allow sharing with other Otobase users, specifically ones who may be participating in the same study. Saving an Export will store both the specified export fields and format.

To save an export to a database record

Complete the Export Data form by choosing fields and selecting a format.
Click Save and a Request dialog appears.
Enter a name for this export and click OK.
If you use the name of an existing Saved Export within the same table, you will be asked if you want to replace the older version of that Saved Export. If you use the name of an existing Saved Export within a different table, you will be asked if you want to use this name again.

If you want to load a Saved Export from a disk, do so through Preferences (see Export/Grouped Export).

To load an export from a database record

On the Export Settings form, click Load.
A pop-up list of available Saved Exports appears.
Select the appropriate Saved Export.

Note: Use the Refresh List selection if you believe there is a Saved Export available, but it does not appear in your pop-up list.