Export Upgrades 2025

We'll be upgrading exports in all Balance databases beginning in July 2025. 

This upgrade is going to convert exports to a data table view instead of immediately creating an export file. You'll be able to view and sort all data in the table, then you can export the data into your usual export file, as well as send a file via FTP if applicable. Below is an example of what the data table will look like.

 

 

This upgrade is designed to create a better user experience and upgrade the coding used to render data. You will still be able to export your customized file, there will essentially just be an additional table view before downloading the file.

Please contact support.balance@evertrue.com if you have any questions.

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