Creating a Directory Export #

Directory Export is used to export directory information to a delimited text file or to Excel. With Directory Export, you can choose which fields to export and the order in which they should be exported.

This module can be found within the Infortel Classic interface. Only an Admin or Directory Admin can export directory information.

1. In the top-right corner of the Directory screen, click the Settings Gear and select Directory Export.
   
2. After clicking Directory Export, you will be brought to a page that shows any Saved or Recent Exports.
   • Saved Exports: This section of the Directory export screen displays saved exports in alphabetical order.
     • Click on an Export name to access that export.
     • Click on the Delete icon to delete a particular export.
   • Recent Exports: This section displays the last 10 exports created or accessed.
     • Click on an Export name to access that Export
3. To create a new Export, click the New Export button to begin the export process.
   
4. Configure your export using the available tabs:
   • Format/Output: The Format/Output tab is used to define how the export is formatted and how it is delivered.
   • Fields: The Fields tab is used to select the fields and specify their properties for the export.
   • Constraints: The Constraints tab is used to select constraints (filters) to narrow your search of data to be included in your export.
     • Note: Constraints are optional.
   • Schedule: This tab allows you to define when to schedule the export on a regular basis.
     • Note: Schedules are optional.
5. After the export configurations are complete, you can generate the export immediately via the web interface (), Email the recipients the export now (), or save the export to run at a later date or per the configured schedule ( ).