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Quick help on a Friday. I cannot seem to figure out how to pull a list of Source Codes (with description) into an excel file. I've tried to read the documentation but cannot seem to find any. Can this be done? What are the steps? I suspect this is simple and that I'm just missing something easy. Please advise. And, thanks. Happy weekend (almost).
Elizabeth
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Elizabeth Weisser
Director of CRM
92nd Street Y | 1395 Lexington Avenue | New York, NY 10128 | P: 212.415.5596 | http://www.92Y.org
Hi Elizabeth!
Would the Appeal Structure report be of use here? You can save that one to excel.