Overview
The USER MUST run a query in the required window before they can create a new Export Name for the query data. For this example the Material Details window has been used for the query. With the executed Query open, navigate to the HOME tab on the Opto Ribbon and click on the Setup Export icon.

In the Setup Export window, enter a name for the new export query in the “Export Name” field. The “Table Name” field will automatically populate based on which window you ran the initial query. Click on the partially hidden Save icon to save the new query name.

Re-open the Setup Export window and select the new query name from the drop-down list. Scroll through the “Table Columns” list to find the required fields; for this example, I have used the Client’s window, double-click on the required table column names to add them to your new query column list, example – CLIENT_CODE, CLIENT_NAME, continue.

Click on the Save icon when complete.

Export Query Data
With the query still open, click on the Export to Excel icon located on the HOME tab on the Opto and select the Query Definition name and click on the Export icon, the data is exported to an excel spreadsheet. Close the Export Query window when complete.

Opto Software Pty Ltd
Created: 04/11/2025