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Two instruments were designed specifically to make exporting of data flexible and easy for the user, the Export Field Chooser Instrument and the Export Template Instrument.



===== Export Field Chooser Instrument =====



This instrument allows the user to :
  * select the desired fields for exporting
  * specify and arrange the order for those fields
  * specify the format for the exported data (see appendix for types)
  * specify the sort field
  * limit the output to a fixed number of rows
  * output the data to file or email
  * save the configuration for future use



{{::exportfieldchooserinstrument.jpg?nolink&|}}



===== Saved Export Template Instrument =====



Use this instrument to quickly execute an export using the selected template.



{{::savedexporttemplateinstrument.jpg?nolink&|}}



Double-click on the export template or select the template name and click Export.



===== Macro Listing Instrument =====



Use this instrument to quickly execute the selected macro. This instrument should show shared (public) macros and the logged in users non-shared (private) macros. Macros are created by going to Sales & Marketing in the main menu, then choosing Macro Setup.



{{::macrolistinstrument.gif?nolink&|}}



Double-click on the macro or select the macro and click Execute.