"I have a filter of about 600 records in Goldmine and I have to create an excel spreadsheet from that filter with their name

Article ID: 31820  

Question
company

Answer
title, address, city, state and zip. How do I do it?","I have a filter of about 600 records in Goldmine and I have to create an excel spreadsheet from that filter with their name, company, title, address, city, state and zip. How do I do it?","

1. Activate the filter in GoldMine 2. Open the MasterMine ""Create Report"" dialogue 3. Check the fields you want to include 4. Sort them by clicking first on the ""Sort Fields"" button, then click on the names of the fields (not the checkboxes) in the order you want your columns to appear 5. Hit the ""filter"" button 6. Check on ""Use Active GoldMine Filter"" 7. Hit ""finish"" By the way, it is usually much easier to simply query all records into MasterMine and build your filter inside the spreadsheet. You save lots of time and grief versus building GoldMine filters. Online training is the best way to get up to speed quickly.

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Views: 648 Created on: Nov 15, 2016