Export People Data

This People Utilities routine (also available on the Utilities panel of all other modules) provides a variety of easy options to build a file containing data from people's records. Your word processor or other programs can then use these data files to print personalized letters, custom reports, directories, labels, or to link to Phone Messaging, Mapping or Email programs. (Also see User Reports for an optional routine that lets you create custom reports within Logos. Plus, all Logos reports provide an Export option that allows you to export report data to the same format options.)

An Overview

Step 1 — Choose Format

First you select the export option you prefer and select the Next button. See Export Options for an explanation of the available options and the data each one exports.

Check the Ignore Mail Suppress option to include in your export all records that have the Mail Suppress option marked on their profile.

Step 2 — Search Records

Follow Logos' Search procedures to identify the people to include in the report you are creating. Select Next again.

Step 3 — Export the Data

Select an Output Destinations "Export" option that your word processor or other program can read. Then click the Print button to open the Save As window in which to select a location and give a name to the file being created. When it has been saved, a message shows the number of records that were exported along with the path and file name.

Microsoft Word or WordPerfect - follow directions for merging data into those programs:

image\SHORTCUT.gif If merging data to Microsoft Word

image\SHORTCUT.gif If merging data to WordPerfect

Step 4 — Merge/Use the Data

Open your word processor or other program and follow its instructions to either merge or use the data from the file that Logos created.

Word Processing Merge Tips

You may need to open the data file from within your word processor, then save it as a word processing file in order for your word processor's mail merge function to recognize the data. To merge the data file into Microsoft Word, go directly to Word's Mail Merge (Letters and Mailing) function (Tools menu). When prompted to open the data file, select the type of file (.doc, .txt, .dbf, etc.) that you created in Step 3 above.

Individuals who have been marked for Mail Suppress or flagged for deletion are not selected by this routine.

See Also:

Mail Merge Tips: Microsoft Word 2000 or Earlier

Mail Merge Tips: Microsoft Word 2002/2003

Mail Merge Tips: Microsoft Word 2007

WordPerfect Merge Tips

Export Options for explanations of each option provided