Functions for working with multiple attendees are found under the List-View sub-tabs, i.e.All and the sub-tabs generated by the Attendee Types assigned to the event.
1.
Find the event containing the attendees you want to export in the Event Maintenance screen.
2.
Click on the Attendees tab.
3.
Under the View Attendees tab, choose a List-View sub-tab containing the attendees you want to export.
4.
You can export selected or all attendees in the selection grid:
a.
Select One: In the selection grid, click to highlight the attendee you want to export.
b.
Multi-Select: Hold down the Ctrl key and click on the desired attendees.
c.
Filter: Set a filter so that only the attendees you want to export appear in the selection grid. To review how to set a filter, see Chapter 1: Overview, Common Functions: Filter Informationabove.
d.
All: You do not need to select any or set a filter.
5.
After you have selected or filtered the attendees, if required, click the Detail Options button to the right and select Export.
6.
The Attendee Export Wizard will open.
7.
In the first screen of the wizard, select whether you want to export the Selected Records or All. Note that “All” here refers to all of the attendees visible in the selection grid. Therefore, if you set a filter so that only twenty-five of fifty attendees are visible in the sub-tab, those twenty-five represent “All” for the purpose of exporting. Click Next.
8.
In the next screen, you will choose which fields you want to export.
a.
If you have any previously saved templates, you can choose one from the Template drop-down list.
b.
If you do not use a template, choose the fields you want to export. Select an export field under Fields to Export on the left side of the window. Transfer the field into the Export Column Names on the right side of the window by clicking the > arrow or double-clicking the field. Continue adding as many fields as you require. To remove fields from the Export Column Names section, click the < arrow or double-click on the field again.
c.
To change the names of the fields you are exporting, click on the field under Export Column Names and press Enter. Type in a new name and press Enter again.
d.
When you have selected and edited all of the fields you want to export, you can save the template if you wish. Click the Save Template button. Enter a name for the template and click OK.
e.
After you have saved the template, or if you do not want to save the template, click Next.
9.
In the next screen, the CSV (Comma Separated Values) File option will be selected.
10.
Click the Open icon next to the Export File field. Find the folder in which you want to save the data. Type in a File Name and click Save.
11.
Click Finish. In the Confirm dialog, click Yes to complete the export.
