Andrew at 23:52, 28 February 2011

2011-02-28T23:52:50Z

Andrew: Created page with "== Overview == The Export function enables a user to export Reports into a file format that is appropriate for further manipulation as required. The most suitable file format in..."

2011-02-28T23:52:01Z

Created page with "== Overview == The Export function enables a user to export Reports into a file format that is appropriate for further manipulation as required. The most suitable file format in..."

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== Overview ==

The Export function enables a user to export Reports into a file format that is appropriate for further manipulation as required. The most suitable file format in which to open exported reports is Excel.

The ERP system enables users to Export reports into Excel in a simple 2 step process.

This section of the Training manual will describe the generic process to Export any report into another file format and how to retrieve the report that has been exported.

==== How to Export Reports ====

*Select Reports from the top toolbar.
*Select the required Report from the drop-down list, e.g. Purchases.
*OR Select the Reports button from within most Tabs on the Main Screen, e.g. Purchases tab; Purchase Report button.

The 'Report Selector' will load.
*Select by highlighting the Report you wish to Export, e.g. 'Product Report'.

NB: Ensure you select the required Date Range before Exporting the Report, either from the Report Selector screen as displayed below, or from within the Report once opened.

*Select 'OK' to open the Product Report as selected.

NB: Double-clicking on the Report will also open it.

*When the Report opens ensure you check the Date Range is the one you require.
*Select the columns you want to be displayed when exported by using the Customise function. Leaving all columns will give you the choice to manipulate and create multiple Excel Reports once exported.
*Select the 'Export' button once you are happy with your selection.

*Select the File Location for the Exported Report.
*Name the File.
*Select 'SAVE'.

*The Report will export in Text format by default (select other format if required, e.g. SYLK - see below).
*To open the Report in Excel, you must first open Excel.

*With Excel open, select file open or select the folder icon to open.

*Change the File Type to Text to load the exported file into the available files to open.
*The Exported text file will load available for selection.
*Double-click (or highlight then select OPEN) to open the Text Import Wizard.
*The Import Wizard will load. Following the 3 steps below to open the file.

NB: These steps are slightly different to opening a ERP pdi file.

*Select 'Delimited', then select 'Next'.
*Select 'Tab' as the only Delimiter.
*Keep (") as the 'Text Qualifier'. (You would change this to 'None' for a pdi file).
*Select 'Next'.

*Highlight all columns by holding down the Shift key on your keyboard, scroll across to the last column and right-clicking.
*Select 'Text' as the Column Data Format.
*Select 'Finish'. This will open the exported text file in Excel format.

*The report is now available for further manipulation in Excel File Format.

*Alternately you can export files from ERP in Excel SYLK format instead of Text format. You can open SYLK files directly in Excel table format.

==== To Save a Report in another format like SYLK…. ====

*Select the Report as per above instructions.
*Select the Export button as per above instructions.
*Select the File Type as 'SYLK' (or other type as required).

*Opening an SLK type file does not required the Wizard.
*Select the folder you saved the file in and double-click to open the file. It will open automatically in Excel.

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@@ Line 7: / Line 7: @@
 This section of the Training manual will describe the generic process to Export any report into another file format and how to retrieve the report that has been exported.
-==== How to Export Reports ====
+==== How to Export Reports  ====
 *Select Reports from the top toolbar.
 *Select the required Report from the drop-down list, e.g. Purchases.
 *OR Select the Reports button from within most Tabs on the Main Screen, e.g. Purchases tab; Purchase Report button.
 The 'Report Selector' will load.
 *Select by highlighting the Report you wish to Export, e.g. 'Product Report'.
-  NB: Ensure you select the required Date Range before Exporting the Report, either from the Report Selector screen as displayed below, or from within the Report once opened.
+  NB: Ensure you select the required Date Range before Exporting the Report, either from the
 *Select 'OK' to open the Product Report as selected.
@@ Line 22: / Line 24: @@
   NB: Double-clicking on the Report will also open it.
 *When the Report opens ensure you check the Date Range is the one you require.
 *Select the columns you want to be displayed when exported by using the Customise function. Leaving all columns will give you the choice to manipulate and create multiple Excel Reports once exported.
 *Select the 'Export' button once you are happy with your selection.
 *Select the File Location for the Exported Report.
 *Name the File.
 *Select 'SAVE'.
 *The Report will export in Text format by default (select other format if required, e.g. SYLK - see below).
 *To open the Report in Excel, you must first open Excel.
 *With Excel open, select file open or select the folder icon to open.
 *Change the File Type to Text to load the exported file into the available files to open.
 *The Exported text file will load available for selection.
 *Double-click (or highlight then select OPEN) to open the Text Import Wizard.
 *The Import Wizard will load. Following the 3 steps below to open the file.
   NB: These steps are slightly different to opening a ERP pdi file.
 *Select 'Delimited', then select 'Next'.
 *Select 'Tab' as the only Delimiter.
 *Keep (") as the 'Text Qualifier'. (You would change this to 'None' for a pdi file).
 *Select 'Next'.
 *Highlight all columns by holding down the Shift key on your keyboard, scroll across to the last column and right-clicking.
 *Select 'Text' as the Column Data Format.
 *Select 'Finish'. This will open the exported text file in Excel format.

Exporting Reports - Revision history

Andrew at 23:52, 28 February 2011

Andrew: Created page with "== Overview == The Export function enables a user to export Reports into a file format that is appropriate for further manipulation as required. The most suitable file format in..."