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Exchange Manager Help
Export Data Using a Query Tool Layout
Use the Export Form dialog box to export data to a file based on a query tool layout. For more information, see Create an Export File Layout Using the Query Tool.
To export data using a query tool layout
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In the Navigation pane, click Clients.
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In the Clients pane, expand the appropriate folder and then double-click the client. The tab for the specified client appears in the Information pane.
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From the menu bar, click File > Export and then click the name of the export layout to use. The Export Form dialog box appears.
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Do one of the following:
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To export data to an Excel file, at the top of the dialog box, click Export to Excel.
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To export data to a fixed or CSV file format (as defined for the layout), at the bottom of the dialog box, click Export.
The Save As dialog box appears.
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In the File name list box, click or type the name to assign to the file and then click Save.
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If the Preserve Data Types dialog box appears, click Yes.
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Click OK.