Export Data

You can export report data directly from the Reports screen, explained below. You can also send reports by email (see Send a report by Email).

1. Having selected the criteria and report you want, select Process.
2. Display the report on screen by selecting Window as the Report Output (see Reports Processing and Output of a Report).
3. Select Export from the toolbar options at the top of the screen:

   

4. You may see a message about setting a default Mail client – you need to do this later if you want to send data by e-mail, but if you are only exporting, select OK.
5. You can choose a wide variety of formats from the following:
   • Character-separated values
   • Comma-separated values (CSV)
   • Crystal Reports (RPT)
   • Data Interchange Format (DIF)
   • Excel 2.1 (XLS), Excel 3.0 (XLS), Excel 4.0 (XLS), Excel 5.0 (XLS), Excel 5.0 (Extended ) (XLS)
   • HTML 3.0 (Draft Standard), HTML 3.2 (Extended), HTML 3.2 (Standard)
   • Lotus 1-2-3 (WK1), Lotus 1-2-3 (WK3), Lotus 1-2-3 (WK5)
   • ODBC – dBase Files, ODBC – dBase Files – Word, ODBC – Excel Files, ODBC – FoxProFiles – Word, ODBC – MS Access Database, ODBC – Visual FoxPro Database, ODBC – Visual FoxPro Tables
   • Paginated Text
   • Record style (columns of values)
   • Report Definition
   • Rich Text Format
   • Tab-separated text
   • Tab-separated values
   • Text
   • Word for Windows document
6. The Destination, where you export to, can be:
   • Either to Disk file (though later you have the option to save to a directory on the hard disk)
   • Or Exchange Folder
   • Or Lotus Notes Database
   • Or Microsoft Mail MAPI (see Send a report by Email) (rich text format is a possible file format)
7. You may be prompted for further options, such as the format of Numbers and Dates, if for example, you have chosen tab separated; or the separator options. In this case, if you want these the same as the report, check the boxes. Select OK.

   

   

8. If you chose the Export Data option, the Choose Export File screen displayed - the default directory is \EXTRACT. Select OK or select another directory:

   

9. Select OK to start processing; a progress bar displays.
10. When finished, the report is re-displayed on screen. Select Close to exit.

You can now find your file in the directory you chose.