How to export Actions and Notes Detail

Lauren Fardella

Hi,


How can I export the detail on the Actions, including full notes.  As well as the Notes on a record (not related to an action).    I have not done this yet, and this is something that is being asked of now for just one donor. 


I exported to excel the Action list, but only first line of the note exports..

Katherine Mannion

Hey Lauren-


You can do that in database view very easily.  Create an Action query with the records you want, and use that query in Export to create an Action export.  In the output of the Action Export, choose Notes>Notes (I know, weird!)  That will let you see the full note in your export file.


Katherine Mannion

Wist Data Solutions


 

Lauren Fardella

Katherine Mannion:

Hey Lauren-


You can do that in database view very easily.  Create an Action query with the records you want, and use that query in Export to create an Action export.  In the output of the Action Export, choose Notes>Notes (I know, weird!)  That will let you see the full note in your export file.


Katherine Mannion

Wist Data Solutions


 

Is there no way to do this in NXT?

Catherine Avena

Unfortunately, it doesn't look like NOTES can be included as an exported field in NXT both from the Fundraising Actions and Actions in LIST.