QUESTION:

Is it possible to export all the data and send it to us in a universally readable format? There are a number of records that we need to clean up. Please advise and thanks!

ANSWER:

The easiest way to get that information yourself is to run two reports:

1) The "All Customers" report with the default full date-range selected, and then click the "Export to Excel" button.
2) The "All Transactions" report with the default full date-range selected, and then click the "Export to Excel" button.

This will give you ALL the information we have, other than program set-up ratios and your own contact information.

We can, if you need it, output the Database tables in SQL format. However, there's one caveat: Due to the way the program has evolved over the years, there are several "legacy" modes of data distribution across the database tables that our program knows to look for and compensate, and that will certainly cause issues if you were to receive the SQL output and try to import them "as-is" straight into another database.