Exporting a List of Household Emails to a CSV
RecTrac 3.1.10.18.00
Table of Contents
Problem
We need a list of all of the emails from all of our households within the RecTrac database. Is there a way to export this information?
Solution
You can create a custom Household Report that only shows the relevant information. Once the template is configured, you can run this report at any time in the future to produce the most up-to-date list.
Steps For Solution
To create the custom output template:
- From the RecTrac main menu, go to Report Output Management.
- Using the DataGrid filters, narrow down the Base Table column to show only reports using the SAHousehold table.
- Expand the System - Misc group.
- Highlight the VSI - Household Creation Report.
- Click Clone.
- Change the Description to reflect the new report (i.e Household Primary Email List).
- Click Save.
- Click Update Output.
- Drag and drop all fields off the report back to the Available Fields column to remove, leaving only:
- H/H #
- Household Name
- Email #1
- Drag and drop to rearrange these fields so that they occupy row 1, columns A, B, & C.
- Highlight row 2 and click Rows > Remove Selected.
- For each empty column highlight it and click Columns > Remove Selected.
- Resize each column to allow adequate room for each data field. Do not exceed 100% width.
- Click Save and Exit.
To run the report:
- Back on Report Output Management with the newly created report highlighted, click Run Report.
- Click Default Settings.
- Toggle on Use Household # Range and keep the default range value to capture all households.
- Set Household Status to Active.
- Click Process.
- Select CSV as your report file format.
- Click Continue.
Once the report finishes processing, you will have a complete list of all active households in the database including the primary's email address.