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Customer Story
- Getting your data out of TrackVia
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1 CommentTitle:Getting your data out of TrackViaSummary:One of the features that many customers find useful is our quick one-click export to Excel function. Using this you can easily send any view in TrackVia to an Excel spreadsheet. Whether it is to take your information offline to work on it or to use Excel as the go-between for TrackVia and another application there are many different uses for this feature.
To send a view to Excel simply choose this from the Format dropdown list that appears in the upper right corner of every view. If this is greyed out it means that you administrator has not given you this priviledge. When you select this option TrackVia will open a new tab or window that will start the download. If this does not occur you will need to set any pop-up blockers to allow these on TrackVia.com.
Comments
Sometimes when exporting to Excel a customer will notice that their paragraph fields are not exporting all of the text and this ends with a "...". When this happens it is because you have a character limitation set on this field for the view you are exporting. The Built-in view has this set by default. To get the entire text to export simply use a Custom view and while editing make sure that on the Display Options tab the character limitation is removed for this field.