Exporting Queries

If required, you can export a report to Microsoft Excel or other alternative formats.

Usually a QueryBuilder or SQL report is run and a printable display is presented to the user. The layout of the report is designed to be printed. However, sometimes the data is required in a different format, for example for electronic distribution to non-Communicare users or for further manipulation in a program other than Communicare.

Query results may be exported in several ways:
  • Export straight to Microsoft Excel:

    Run a report and select Export. If you have Excel installed on your computer, it opens with the exported data displayed in the table. You can manipulate and save this data using Excel. This is the easiest way to export data from a Communicare report.

  • Advanced export, where you can select the data exported and the format:
    1. Run a report and select Advanced. The results are displayed in a grid.
    2. In the Results window, click Export data.
    3. Transfer the required data from the Source fields to the Destination window and click Next.
    4. Select the required program format type and click Next. For example, select Excel (DDE) to produce an Excel spreadsheet; ASCII to create a text file with various options presented in the next window.
      Tip: Take care to change the default date format from MM/DD/YYYY to DD/MM/YYYY and to declare a file name.
    5. Verify the number of records and click Export.
  • Alternatively, click Export in the Advanced results

    The exporting process will begin and on completion a success message will be displayed.

  • Save the printout of the report
    1. Run a report.
    2. In results window, click Save report iconSave Report.
    3. In the Save report window, save as an HTML document (*.HTM), Excel spreadsheet (*.XLS), RTF File (*.RTF), Comma Separated (*.CSV), Text file (*.TXT) or Simple XML Document (*.XML).
      Note: This approach saves the printed layout and may not include all the raw data, especially if the layout includes headings and subheadings and the CSV option is chosen. For a comprehensive export of all raw data use Export instead.