Custom Data Exporter: Export Data Selections

Option Description

Select Application File Type

Several data export options are available. Excel, a common preference, is the default selection. You can also export in a CSV, TXT, or XML format.

The default file name extension for both Excel and CSV export options is .csv. This is correct; don't modify this file name extension, or data could be incorrectly exported.

Auto Fit

Auto Fit is for Excel only. If you enable this feature, Excel automatically adjusts the width of the columns to fit the imported data.

Destination Directory

Enter the path and filename or click the browse (...) button to browse for your Destination Directory.

Data Set Default Export Path
Active Customers with no Active Policies

C:\Active Customers with no Active Policies
Birthday Data

C:\Birthday Data
Certificate Information

C:\Certificate Information
Commercial Contacts

C:\Commercial Contacts
Company Personnel

C:\Company Personnel
Customer Policy Information

C:\Customer Policy Information
Customer Policy Profile

C:\Customer Policy Profile
Personal Dependents

C:\Personal Dependents

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