Common Application Export Examples

PDF Application Example – One File

You want to download PDF application data, with all applicants’ applications in one large PDF file called “CFNC Applications” with the download date and time. You want the zip folder to be called the same thing. You want the file created to save the most space to limit the document length and you only want to download applications received after 01/01/2018:

1. Click on Applicants | Export Settings
2. Click the “+ New” button
3. Select “PDF File” from the Export Type dropdown menu
4. Enter a Name for the export setting of “CFNC PDF Applications”
5. Enter a File Name of “CFNC Applications”
6. Enter a Single File Name of “CFNC Applications {MM-dd-yyyy hh_mm_ss}”
7. Select the Option of “Field Labels and Values Render On a Single Line”
8. Click the Fields tab
9. Expand sections using the “” icon to a find the fields you want to include
10. Click the checkbox next to the fields you want to include
11. Click the “Add Fields” button to move selected fields into your export setting
12. Click the Layout tab
13. Select “Four Column” from the Layout Type dropdown menu
14. Click Save
15. Click on Applicants | Export Projects
16. Click on the “+ New” button
17. Enter a Name for the export project of “CFNC PDF Applications”
18. Leave the Rule field blank
19. Enter a File Name of “CFNC Applications { MM-dd-yyyy hh_mm_ss }
20. Enter a Folder Name of “CFNC Applications”
21. Enter a number for your Maximum Applications to Download
22. Enter 01/01/2018 for the New Application Cutoff Date field
23. Select the Option of Combine Export Setting Into One File
24. Click the “+ Add Settings” button
25. Click the “+” next to your export setting of “CFNC PDF Applications”
26. Click Save in Add Export Setting window
27. Click Save
28. Click on Applicants | Export Projects
29. Click on the Export () icon
30. Click the Export button

PDF Application Example – Individual Files

You want to download PDF application data, with all applicants’ applications in individual PDF files called “CFNC Applications” with the applicants first and last name. You want the individual application folders called the same thing and the zip folder called “CFNC Applications” with the date and time. You want the file created to save the most space to limit the document length and you only want to download applications received after 01/01/2016:

1. Click on Applicants | Export Settings
2. Click the “+ New” button
3. Select “PDF File” from the Export Type dropdown menu
4. Enter a Name for the export setting of “CFNC PDF Applications”
5. Enter a File Name of “CFNC Applications [[StudentNameFirst]] [[StudentNameLast]]”
   1. *put your specific application first and last name field keys in the double brackets

6. Enter a Single File Name of “CFNC Applications”
7. Select the Option of “Field Labels and Values Render On a Single Line”
8. Click the Fields tab
9. Expand sections using the “ ” icon to a find the fields you want to include
10. Click the checkbox next to the fields you want to include
11. Click the “Add Fields à” button to move selected fields into your export setting
12. Click the Layout tab
13. Select “Four Column” from the Layout Type dropdown menu
14. Click Save
15. Click on Applicants | Export Projects
16. Click on the “+ New” button
17. Enter a Name for the export project of “CFNC PDF Applications”
18. Leave the Rule field blank
19. Enter a File Name of “CFNC Applications { MM-dd-yyyy hh_mm_ss }
20. Enter a Folder Name of “CFNC Applications [[StudentNameFirst]] [[StudentNameLast]]” 
    1. *put your specific application first and last name field keys in the double brackets

21. Enter a number for your Maximum Applications to Download
22. Enter 01/01/2016 for the New Application Cutoff Date field
23. Click the “+ Add Settings” button
24. Click the “+” next to your export setting of “CFNC PDF Applications”
25. Click Save in Add Export Setting window
26. Click Save
27. Click on Applicants | Export Projects
28. Click on the Export ( ) icon
29. Click the Export button

Flat File Application Example – One .xls File

You want to download application data, with all applicants’ applications in one tab delimited .xls (Excel) file called “CFNC Applications” with the download date and time. You want the zip folder to be called the same thing. You want headers in the exported file. You only want to download applications received after 01/01/2018:

1. Click on Applicants | Export Settings
2. Click the “+ New” button
3. Select “Flat File” from the Export Type dropdown menu
4. Enter a Name for the export setting of “CFNC Applications”
5. Enter a File Name of “CFNC Applications”
6. Enter a Single File Name of “CFNC Applications {MM-dd-yyyy hh_mm_ss}”
7. Leave the Separator field blank
8. Select all three of choices under Option (“Use Tab Separator” , “Wrap Values in Quotes” and “Include Header Row”)
9. Click the Fields tab
10. Expand sections using the “” icon to a find the fields you want to include
11. Click the checkbox next to the fields you want to include
12. Click the “Add Fields” button to move selected fields into your export setting
13. Click Save
14. Click on Applicants | Export Projects
15. Click on the “+ New” button
16. Enter a Name for the export project of “CFNC Applications”
17. Leave the Rule field blank
18. Enter a File Name of “CFNC Applications { MM-dd-yyyy hh_mm_ss }
19. Enter a Folder Name of “CFNC Applications“
20. Enter a number for your Maximum Applications to Download
21. Enter 01/01/2018 for the New Application Cutoff Date field
22. Select the Option of Combine Export Setting Into One File
23. Click the “+ Add Settings” button
24. Click the “+” next to your export setting of “CFNC Applications”
25. Click Save in Add Export Setting window
26. Click Save
27. Click on Applicants | Export Projects
28. Click on the Export () icon
29. Click the Export button