Output to Excel

  1. Select Excel from the Output To options tab.
  2. Select Run from the toolbar. This will access the Run Options window.
  3. When processing is completeExcel will open on your desktop and the extracted data will be displayed.
  4. When processing is complete:
    • With Active X: The file will be downloaded and opened in Excel, and the extracted data will be displayed.
    • Without Active X (all supported browsers): The Save/Open browser dialog will be triggered.

 

Use the radio buttons to select your option for Column Headings, Field Descriptions or Field Names.

If you select Field names any changes you made to the Label when selecting the fields will be overridden

Set the Public Permissions to stipulate other user's ability to Use, Change or Delete the created Extract.

The Record Retrieval option allows you the flexibility to request retrieval of all records in your Extract.

  • All records in your extract

    • Use this option when you are confident of your file and field choices and happy for the entire report to run.

    or

  • The First 'x' number of records in your extract

    • Use this option when you have either a specific selection criteria or you just want to check your data extract before committing to run the complete report.

    Record Retrieval occurs only after all the selection and sorting options are complete.

    For example, an extract designed to select the first 10 youngest employee records would require the Design Sort Tab to stipulate Sort Sequence by Date of Birth Field in Descending order and the Options Tab Record Retrieval radio button to stipulate retrieval of the First 10 records.