is it possible to export text containing bullet points from Notes on RE to excel?

Lena Payne · March 12

Hi, we have notes with text that contains bullet points that I want to export from RE into an excel document which I then need to merge into Word. When I export from RE all the bullet points disappear and the notes turn into plain text. Is there a way to export from RE with bullet points? thank you!

Lena Payne · March 13

@Spring Velazquez thank you, that's what I thought too. Do you know where we could store a text with bullet points (we use it for our event briefing notes) that could we exported from RE to Excel? At the moment we have to add them manually after the word merge.

Spring Velazquez · March 13

@Lena Payne I was trying to reply and deleted my previous comment. I apologize. Are you looking at exporting from database view to Excel or from NXT? Because natively neither one of them will export to Excel. They will export as CSV files so you will lose your formatting no matter what you do as far as rich text format goes.

I'm also curious why you are exporting from RE to word and then to Excel? Are you then disseminating those Excel files to individual fundraisers? Because in that case I wonder if you couldn't do something with power automate. @Austen Brown thoughts?

Dan Snyder · March 13

@Lena Payne
Not sure if this is possible, but when you mentioned word merge I wonder if you could have the bullet points in your word template and then just merge the text in? Though I suspect the number of bullet points may vary so may not be perfect.

Lena Payne · March 13

@Spring Velazquez I am more used to the database view, and can either export the data from a query - these are the notes we keep on our prospects - or through export. Doing it through a query allows me to have an .xls document but it still deletes every bullet point and presents it as a text.

Darlene LeVielle · March 13

@Spring Velazquez

Darlene LeVielle · March 13

@Spring Velazquez I believe in database view in Export there is still an option to export to 'Excel 97-2000 (XLS)', knowing it's not the most current format - ‘.xlsx’, and also its record limit is 65k~. You can convert however to the higher version once you import the data into a worksheet using the most current version of excel.

Spring Velazquez · March 14

@Darlene LeVielle that's definitely not intentional and it's also not consistent among organizations. Some see it, others don't have the options, others (like mine) sometimes see and and sometimes don't.

I won't use the 97-2003 option even if it is available, and BB has been crystal clear in the Town Hall for Query and other sessions that there will not be an Export to Excel option. It will only be .csv for that type of export

Darlene LeVielle · March 14

@Spring Velazquez Thank you for this information. I am grateful for BB (Thank you, BB) allowing it to be available for our Org., for the time being anyway in RE DBV while knowing that it currently is not and will not be made available as an export option in the future for RE WBV Query.

Spring Velazquez · March 16

@Lena Payne I think unfortunately the only way you could do that would be save them as an image file which obviously does you no good. Have you looked into when you're setting up your word merge adding the formatting there?

This would be done in your word merge template

Alex Wong · March 17

@Lena Payne

excel doesn't have “bullet” format within cell neither, so what you want to do into excel is not “exactly possible”. But if you just want to do “- bullet item one” using just some first character like dash to denote a bullet item, you can, but it isn't going to be straight out of RE.

The only way to best do what you want, is using power automate and populate a word document action within it, you will be able to do any formatting you like, though the learning curve will be a lot more.

Lena Payne · March 18

@Alex Wong good point, I am not familiar with power automate as we don't use it, but have seen many people on here talk about it. I'll look into it thanks.

is it possible to export text containing bullet points from Notes on RE to excel?

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