How to create export preferences

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If you're regularly running exports of streams and you want to export specific information based on a stream's criteria, you can create preferences for fields you want to export to save time. 

To do this, select the stream you want to export and select "export stream" from the dropdown option menu.

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This will bring up a view where you can choose the date range and fields that you want to include in the export

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You can change the date range or fields by clicking the blue change button. In case of changing the fields, you can add and delete columns that you want to include in the export. To delete click the red cross and to add type in the value and click the green tick button.

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Once happy with the setup, click export stream. CANDDi will take you back to the stream you wanted to export and it will display this message in the top right corner. Job done! :)

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Does this help? If not, contact help@canddi.com or call us on 0161 414 1080.

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