Ideas to Impact Conference: May 28-31, 2019

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Once you have created and run a query, you can export the results as a different file type, such as a PDF or spreadsheet. You can also export and email the query in a single series of steps.

 To export query results
  1. On the Reports tab, click Advanced Queries.
  2. In the left pane, select the saved query.
  3. In the Actions group, click Run.
  4. In the Results group, click Export To.
  5. Select the file format you want to export to.
  6. An options window displays. The available options differ depending on your selection. Select your settings and click OK.
  7. Navigate to the location where you want to save the file, then click Save.

The query results are exported in the format and to the location that you specified.

 To email a query
  1. Navigate to the Reports tab and click Advanced Queries.
  2. C reate a new query or select a saved query from the Saved Query list.
  3. In the Actions group, click Run .
  4. Click Preview.
  5. Click Send via E-Mail. This opens an options window, which differs depending on your file format selection.
  6. Enter the necessary information, then click OK.
  7. Save the file to your computer.
  8. After you save the query, the default e-mail client automatically opens.
  9. Enter the To and text body information, then send the e-mail.

Click the arrow next to the Send via E-Mail button to select the export file format.

Exporting a Query .CSV for Google Calendar 

You can export a customized query to a .CSV file and import into Google Calendar. However, Google Calendar requires very specific column headers in order to properly import your data. You must export only certain columns and then edit header names in your .CSV file before attempting to import to Google Calendar.

 To export and edit a query .CSV to import into Google Calendar
  1. Navigate to the Reports tab and click Advanced Queries.
  2. C reate a new query or select a saved query from the Saved Query list.
  3. In the Actions group, click Run.
  4. Remove columns, such as Registration, that are not supported in Google Calendar. Examples of supported columns are:
    • Event Name
    • Start Date
    • Stop Date
    • Start Time
    • Stop Time
    • Description
  5. To create the CSV file, click Export To and select CSV File.
  6. Save the file to your computer.
  7. Locate the CSV file on your computer and double-click it to open it in Excel.
  8. Change the Event Name header to Subject.
  9. Save the changes to your CSV file and import it into your Google Calendar.

    Google Calendar requires CSV files to have at least the Subject and Start Date columns.



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