RE 7 Code Tables - Need a Report

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Good afternoon: I'm looking for a way to see all the code tables (perhaps in a report) to get a bird's eye view of the table entries we have at play in our system. Any help would be appreciated - thank you!


Chris B
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  • JoAnn Strommen:

    Chris, not sure exactly which code tables you are looking for but this should help.  In Configuration > Tables Right click somewhere in the right pane.  Choose Print or Preview from the popup menu.  Unclick the 'include empty tables' option.  You can set some other things like one table per page.  Preview's nice to see if you need to filter further.  You may not need cities/states etc. so you can choose to only print/view select tables.  If you select them all, generating can take a bit.  You can also just right click when looking at a particular table code and just print that one quick and easy.

    Thank you! That was perfect!

    CB

  • JoAnn Strommen:

    Chris, not sure exactly which code tables you are looking for but this should help.  In Configuration > Tables Right click somewhere in the right pane.  Choose Print or Preview from the popup menu.  Unclick the 'include empty tables' option.  You can set some other things like one table per page.  Preview's nice to see if you need to filter further.  You may not need cities/states etc. so you can choose to only print/view select tables.  If you select them all, generating can take a bit.  You can also just right click when looking at a particular table code and just print that one quick and easy.

    AWESOME!!! Never knew about this  :)

  • Kimberley Cote
    Kimberley Cote Blackbaud Employee
    Ancient Membership Facilitator 1 Name Dropper Photogenic
    This is AMAZING! I never knew about it either and have been using RE forever. Just joined a new org this fall, so this is such an easy way to be able to review everything in there. THANK YOU! 
  • Ditto on the accolades to JoAnn! :) I didn't know about this either.
  • JoAnn Strommen:

    Chris, not sure exactly which code tables you are looking for but this should help.  In Configuration > Tables Right click somewhere in the right pane.  Choose Print or Preview from the popup menu.  Unclick the 'include empty tables' option.  You can set some other things like one table per page.  Preview's nice to see if you need to filter further.  You may not need cities/states etc. so you can choose to only print/view select tables.  If you select them all, generating can take a bit.  You can also just right click when looking at a particular table code and just print that one quick and easy.

    Is there a way to export this as a CSV file? The preview gives you a PDF, which is helpful, but excel would be so much better

  • Click the Export Report button from the Preview and choose CSV as your Format.

    10b893066d4a197d46344b15524921a2-huge-co

     
  • Aaron Rothberg:

    Click the Export Report button from the Preview and choose CSV as your Format.

    10b893066d4a197d46344b15524921a2-huge-co

     

    Thank you Aaron!!!!  Exactly what I needed  :)

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