Use the results of a profile, activity, or Res Card query to Merge to File. This enables you to create a comma-separated values (.csv) file which can be used in other applications such as Excel, etc. to run labels or reports, and print from your local workstation.
Using Merge to File
1) The first step in using the Merge to File feature is to search in the Profile, Activity, or Res Card Manager to find the list of records you wish to export. Run a search to choose the profiles you wish to include.
2) Now choose the fields to include within the file for each record in your results. The fields to include are based upon the current columns displayed within your query results. To change the fields to include, use Select Columns to add or remove the fields within columns as desired.
3) Click Merge To File on the Menu Options drop-down to run the export. A dialog box appears prompting you for the following information:
File Name: Enter the name to assign the file.
Include Field Name: This is checked by default and determines whether field headers describing the fields of data in each record are included in the file.
Select either Comma delimited or Tab delimited. This character separates each field included within each record in the file.
Results to Merge: All Results in Current Manager is selected by default. You cannot select specific entries to include in the file.
Then click Export. The file will now be in the default download folder.