Applies To Version(s): 3, 3.5 & 3.7

Overview

The Individual Data Export tool conveniently compiles all data and files of an Individual into a spreadsheet of data and zip file of documents. This is particularly useful when an Individual's records are required by provincial/federal authorities or an agency the supported Individual is being transferred to from your organization.

How to get there

This tool can be accessed by navigating to -

Site Actions (tab) > Site Settings > (Site Administration) Individual Data Export

Parameters Screen

Individual = Select Individual (this dropdown only displays Individuals – based on [Profile]).

Data File Title = Name your output file

File Format = Choose either excel (each list becomes a sheet within workbook, with rows of items for that Individual) OR list data in a pdf (while only searchable via pdf reader (in-app) text search)

Export "My Documents" Files? = if yes/checked, then all docs, incl. folders, within the Individual's My Documents library, is zip archived.

'Export' button = copies data and places excel file and zip file in the Individual's My Documents library.

Individual Data Export System Messages

List Title (name) Character Substitutions

When exporting list data to a Microsoft Excel workbook, list names longer than 31 characters are truncated, removing any characters after the 31st character. To circumvent any data export issues the INDIVIDUAL DATA EXPORT tool will substitute list name characters on the Excel tab title as listed in the table to the right.

Description	Character(s)	Substitution
Text characters	Archive	ARC
Text characters	Daily	DLY
Text characters	Individuals Information	INDINFO
Text characters	Information	INFO
Text characters	Individual	IND
Text characters	QuickStart	QS
Text characters	Communication	COMM
Text characters	Announcements	ANC
Text characters	Fact Sheet	FS
Text characters	Program	PRG
Text characters	Residence	RES
Text characters	Assessments	ASMT
Text characters	Occurrence	OCC
Tilde	~	(removed)*
Hash	#	(removed)
Percent	%	(removed)
ampersand	&	(removed)
Star	*	(removed)
Colon	:	(removed)
Less than	<	(removed)
Greater than	>	(removed)
Question mark	?	(removed)
Forward slash	/	(removed)
Backward slash	\	(removed)
Double Forward Slash	//	(removed)
Left Curly Bracket	{	(removed)
Right Curly Bracket	}	(removed)
Bar	\|	(removed)
En dash	-	(removed)
space	(space)	(removed)

Related Articles

Page:

Reports - Individual Details
Page:

Images and Links Bar
Page:

Navigation Bars v.3
Page:

Contact Management - Organizations v.3.7
Page:

Contacts and Relationships Wizard
Page:

Individual Data Exporting
Page:

Individual Data Exporting
Page:

Make an Individual Active/Deactivate an Individual
Page:

Intake New Clients Wizard Add-On
Page:

Navigation Bar Links - Add and Manage v.3
Page:

Quick Launch - Add and Manage Links
Page:

Program Details Links and Residence Details Links
Page:

Add an Individual from the Contact Manager Using Add to Program or Residence Link
Page:

Create a New List
Page:

Filtered Lists

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