The Rollup List can be used for exporting record data to a file.
- Select Rollups from the main toolbar. Your available lists will appear below.
- Click on the number/column representing the List you want to work with and the Type of record. For example, clicking the number under the ‘Name’ column will take you to that Rollup’s Name records.
- Check off the records you wish to export. Use the “Select” column header if you want to select the entire list or page.
- Choose the Export icon from the Action menu in the toolbar. If you do not have this option, your user account may lack the proper security for this action.
- The ‘Default Fields’ checkbox will cause the export to contain a basic set of fields (see below). If unchecked, the export will include the columns you have configured on your screen. For more on configuring your columns, see this article.
- The popup will provide the option for CSV (this exports a tab-delimited text file) or XLSX (Excel). Click your choice and wait for the export to complete. If the export times out you may need to reduce the number of columns or records being exported in a single action.
Default Fields
If the ‘Default Fields’ box is checked, the following columns will be included in your exported data:
Name Records:
Stage, Name, Company Name, Title, City, State, City/State, Work Phone, Home Phone, User Name, Identification, Address 1, Address 2, Postal/Zip, Fax Phone, Cell Phone, Pager/Other, Email Address, Current Salary, Desired Salary, School, Degree Type, Grad Year, Relocate, Date Entered, Industry/Specialty, Subjective (1-100), Salutation, Last Activity, Candidate Status, Pay Rate, Bill Rate, Available, Resume (Y/N), Middle Initial
Company Records:
Stage, Company Name, Industry/Specialty, City/State, Phone, Fax Address, 1 Address, 2 Postal/Zip Email, Address, Industry Code, Division Of/Symbol, Number Of Employees, Annual Revenue, Subjective (1-100), Default Company, Last Activity
Position Records:
Stage, Job Status, Job Type, Position Id, Job Title, Company Name, City/State, User Name, Contact Name, Contact Phone, Date Posted, Number Of Openings, Industry/Specialty, Degree Required, Min Years Experience, Max Years Experience, Min Salary, Max Salary, Contact Email, Zip, Department, Begin Date, End Date, Why Open, Interview Type, Vacation, Education Aid, Health Coverage, Benefits, Notes, Web Notes, Fee Percentage, Bill Rate, Pay Rate, Guarantee, Show On Web