Large Data Set - Listing Screen Exports
As you exporting data, you may receive a notification indicating a Maximum screen export size exceeded. Large data sets on CharityEngine listing screens are defined as any record count over 100,000. Any data pull that exceeds this amount is not available to download via Report Builder. Here is a common message received when attempting to export large data sets:
Click here to access the Help Center legacy user interface article
To overcome the record count on large data sets, CharityEngine best practice is to use our import/export tool.
Step 1: With the listing screen filters set and the data set on screen, click the Report Builder Icon. Located on the top right-hand side of the screen:
Step 2: With Report Builder on screen:
a. Name the Report
b. Select all available columns
c. Move and confirm Selected Columns
d. Click SAVE
Step 3: Save Report and then open Report builder up again. Then click on Use Data Export App
Step 4: Your report will already be selected as your data source. Click next to continue
Step 5: Enter the Name of your export and click NEXT
Step 6: Confirm completion by clicking FINISH
