Exporting Data

Overview

You can extract data from FellowshipsCAS to share with other users or import into other systems. Although the system includes basic export options, it’s best to create and customize an export template that includes the data you want to export. After you save the template, you can select it whenever you export data.

Creating a New Export Template

For more control over what’s exported, you can create an export template and customize it to include the specific data you need. 

1. From the Settings menu, open the Import/Export section, then select Exports.
2. Click the + icon to create a new export.
3. Select your export type. The most commonly used export types are:
   • Tabular/Spreadsheet, which allows you to select individual pieces of the application you would like exported.
   • PDF, which allows you to customize or omit sections of the application. 
     • JSON and File export types are available for more advanced export configurations.  
4. Enter a name for the export file.
5. If applicable, enable the Shared option so that other FellowshipsCAS users can run this export.
6. For Tabular/Spreadsheet, in the Columns section, click or drag and drop the fields you want to include in your export. For PDF, in the Contents section, select which sections of the PDF to include. 
7. Under the Schedule section, click the + icon to add a schedule. You can set the frequency, add filters, and select the delivery method as needed.
8. Click Create Export to save your template.
9. After configuring your export template, you can generate the export as described above. 

Generating Exports