Shared Applications - Exporting to CSV


To assist the user in how to export and save a stylesheet as a csv.


This functionality is only applicable to the following reports:

{FAROR1-6}
Debtor Detail
{FAROR1-8}
Debtor List
{FAROR1-21} Transactions per Debtor
{FAROR1-22} Transaction per Period
{FAROR1-23} Transaction per Type
{FARSR1-4} Print Loan Variance Report
{FBLOR1-6} Bursary/Loan Paid
{FBLOR1-8} Bursary History Report
{FBLOR1-9} Bursary Performance Report
{FCBOR1-2}
Bank Reconciliation
{FCBOR1-3} Print Cash Flow Report
{FCBOR1-4} Transactions per GLA
{FCBOR1-6} Transaction List
{FCBOR1-7} Deposit Validation Report
{FCTMR1-3} Audit Log - Financial
{FCTMR1-4} Payments Granted Approval
{FCTOR1-1} Rec/Payment Transactions per Type
{FCTOR1-3} Receipts Payment Analysis
{FCTOR1-4} Receipt Type Analysis
{FCTOR1-6} Receipt Transaction List
{FCTOR1-21} Cheques Issued / Bank Account
{FCTOR1-23} Outstanding Cheques
{FCTOR1-24} Cheques Transaction List
{FGLMR1-2} Print Period End Totals
{FGLMR1-3} Print Year End Totals
{FGLOR1-21} Transactions per Type
{FGLOR1-22} Transaction per GLA
{FGLPR1-1} Detail of Sum Posting (Other)
{FGLPR1-2} Detail of Sum Posting (PR)
{FPMOR3-30} Budget Forced Due to Insufficient Funds
{FSAOR1-1} Transactions per Type
{FSAOR1-2} Students per Specific Transaction Type
{FSAOR1-3} Students per Transaction Type (Selective)
{FSAOR1-4} Students with Event - No Transaction
{FSAOR2-4} Total Debit and Credit Balances
{FSAOR2-21} Student Registrations per Date

Verify that your browser notify you that download has been completed.
Example of ...

Example of ...



Steps Description
1 Complete the batch prompts for the report.
2 Before clicking on the "Run" button select the stylesheet code ending with CSV.

Example of ...
 
Click on OK, the file in format will change to "the file name ending with CSV".
3 Run the report, click on view and the following screen will display:

Example of ...
 
4 Click on save and give the file an unique name, e.g. fctor1-6.xls  in chosen directory on your computer/server.  

PLEASE NOTE:  
  • If you click on "Open" it will open in a spreadsheet package but all the data will display in one column.
  • If you are exporting a file with a code structure where zero's are the first digit e.g. 0001 take the following steps:
    • save the file as fctor1-6.xls and not as fctor1-6.csv because the zero's before the code structure will be "deleted" and the code display as 1.
    • Click "Close" on the download screen (see step 5)
    • Follow Step 6
                         
Example of ...

 
5 After you clicked on Save the following pop screen will appear:

Example of ...

Click on Open and the file can be viewed in a speadsheet package.

PLEASE NOTE:
6 If you click on close:
  • Open your spreadsheet package.
  • Open the file from the directory where it was saved.  Files of Type must be "All Files".
  • The file will open with a pop screen Text Import Wizard - Step 1 of 3
    • The default "Delimited" is marked.
    • Click on next
Example of ...

 
  • In the Text Import Wizard - Step 2 of 3
    • Change the delimeter to Comma (click in the square) and remove the marking from "TAB" (click in the square)

Example of ...

 

  • In the Last step Text Import Wizard - Step 3 of 3
    • Change the columns with code structure to Text, if you change this to text you will keep the correct code as in ITS, especially those with a zero's as the first digit e.g. 0001
    • Click on Finish and the data will be downloaded into your spreadsheet.
    • You can edit the document according to your preference.

Example of ...









Processing
Rules
 
  No special processing rules


See Also:



History of Changes

Date System Version By Whom Job Description
05-Dec-2007 v01.0.0.0 Amanda Nell t146704 New manual format.