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September 24, 2020
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Input for Custom Filter Export Data

Related products:ProSeries
  • September 24, 2020
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When you export client data, the list of available data fields to export includes "Custom Filter" under the Miscellaneous heading. Where is the input for this custom filter data? What information is exported when using this data field? Is it just the name of a custom filter, or the name of a group within a custom filter?

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