Export FootPrints Data to a File

Use this option to export Workspace data from the current Workspace to another Footprints Workspace, database, or application.

To export Workspace data:

1. Select Administration | System | Workspaces | Export FootPrints data from the FootPrints Toolbar.
2. Click GO.
3. Use the Fields to be exported dialog to choose the columns (and column order) for the export file.
4. Choose the criteria for the Issues to be exported.  To export the entire workspace, highlight all statuses (and do not make any other restrictions).
5. Click GO.
6. Enter a file name.
7. Browse for the directory in which to save the export file
8. Click Save.  The file is saved in comma-separated-variable (CSV) format, suitable for editing or loading into a Workspace in CSV format.

Notes on Data Encoding

Note about Assignees

If Assignees is selected, the user IDs of the assignees are output to the report (e.g., bsmith).  This is suitable for importing the report output into another Workspace.  To create a file that includes assignees full names (e.g., Bob Smith), use the Report Text File option.

Note about Date and Date/Time Fields

If you plan to export FootPrints data to a .CSV file for manipulation in Excel for eventual re-importing in FootPrints (i.e., open the .CSV file in Excel for manipulation, re-save it to a .CSV file, and then load it back into FootPrints) you must perform certain steps if your data contains Date or Date/Time fields:

1. After you open the .CSV file in Excel, it is displayed suitably for your locale. For example, in the United States, the date 2003-02-14 in the import file is displayed as 2/14/03.
2. You must change the format of that column by selecting Format | Cells | Custom. Select one of the existing formats and then input into the Type box YYYY-MM-DD for a date field and YYYY-MM-DD HH:MM:SS for a Date/Time field.
3. Make any additional changes desired and then save it as a .CSV file for re-importing into FootPrints.