Use this option to create a file that can be used to send transmittal information to a third party program. Several options are available so you can set up the export options to create a file that will be easy to import.

 

Exporting a report as delimited file

These instructions show you how to get started. If you need instructions on how to set up each field, keep scrolling down so you can see the rest of the sections in this help topic.

Do this...

1. Open a report and click the Print Settings tab.

2. Click to select the checkbox titled Export.

 

Export checkbox

 

3. Click the Export tab.

 

Export tab

 

4. Fill in the fields in the Export Options section.

5. Click Print (CTRL+P).

Connect saves the export file.

 

Exporting a report to the CSLData directory

1. Click on the File Name field.

 

File name

 

2. Enter the file name.

You do not need to include the drive letter and path. Example: Deposit_Register

The export file is saved in the CSLData directory.

 

Exporting a report to a different directory

1. Click on the File Name field.

 

File name

 

2. Enter the drive letter and path followed by the file name.

Example: c:\ExportFiles\Deposit_Register

The export file is saved in the designated directory.

 

Variables

You can add a variable to the file name to insert the date, time, or count in the file name. Using the date, time, or count will ensure the file name is a unique file name and ensure the new export file does not accidentally replace an existing export file.

 

File name menu

 

List One Field per Line

Create an export file that lists the value for each field on a separate line. For more information, see the help topic titled What does list one field per line mean?

 

List one x per line

 

List One Record per Line

Select the checkbox to create an export file that lists all of the values for a record on a single line. For more information, see the help topic titled What does list one record per line mean?

 

List one record per line

 

Field Delimiter

Type the character or symbol that will be used to separate field values. Example: quotation mark ("), comma (,), semicolon (;), or Tab. For more information, see the help topic titled What is a field delimiter?

 

Field delimiter

 

End of Field

Type the character or symbol that will be used to indicate the end of the field. Example: quotation mark ("), comma (,), semicolon (;), or Tab. For more information, see the help topic titled How do I mark the end of a field?

 

End of field

 

Surround Character

Type a unique character or symbol that is not used in the file to surround text fields. Example: quotation mark ("), comma (,), semicolon (;), or Tab. For more information, see the help topic titled What is a surround character?

 

Surround character

 

End of Record

Type a unique character or symbol that is used to indicate the end of a record. Example: quotation mark ("), comma (,), semicolon (;), or Tab. For more information, see the help topic titled How do I mark the end of a record?

 

End of record

 

Include Selection Criteria, Column Headings

Select the corresponding checkbox to include the selected option in the export file.

 

Include column headings and Include selection criteria checkboxes

 

 

 

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