Exporting Exhibitor Data from the CMS

Exporting exhibitor data can help you review, analyse, and compare information stored in your E-Zone.

⚙️ How to Access Export

1. Go to Modules > Exhibitors > More > Export.

2. You will land on the Export page, where you can configure layout and filters before exporting.

📝 Edit Layout

1. Click Edit Layout to see all available fields for export.

2. Always include the Account Number field, as this is the key identifier linking exhibitors in the database.

3. After selecting your fields, click Apply Layout.

4. You can then reopen Edit Filters to arrange the order of fields in your export.

🔍 Edit Filters

• Filters allow you to include or exclude specific data based on criteria.

• The logic uses if/and/or statements depending on the field values.

• Filters help you target the exact dataset you need for analysis or reporting.

💾 Export Options, File Formats & Schedules

Under the More button, you can choose different export options:

• Save and Schedule Filter
  Save your chosen layout and filters to schedule automatic exports.

• Saved Filters
  View filters you have previously saved for reuse.

• Saved Schedules
  View scheduled exports that have been saved for automated delivery.

• Schedule History
  Check all previously saved schedules and any changes made to them.

📁 Export File Formats

• Export as CSV
  Downloads a standard .CSV file.

• Export as XLS
  Downloads an Excel .xls file.

• Export as Excel CSV
  Downloads an Excel-ready CSV file suitable for direct import into Excel.

Once you click an export option, the file will begin downloading shortly. For large datasets, processing may take longer.