
- Select where you would like to save the file for example, to your desktop.
- In the file name field, type in the name you would like to save the file as, and then add a .csv at the end, for example Export.csv.
- Click "Open" the system will respond with a message informing the user that the file does not exist and a new one needs to be created, click on "Yes".
- The system will generate a link in the File Name field, click on "Create the Merge File" button.
- Apex will advise once the export has been completed.
- Navigate to the location where you saved the file and the information will now be available.