Difference between revisions of "Custom Export"
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[[Image:Custom Export.png|link=|800px]] | [[Image:Custom Export.png|link=|800px]] | ||
| − | The Custom Export settings allows users to | + | The Custom Export settings allows users to configure the information they wish to export from SmartSimple to external applications such as MS Word, MS Excel or Quickbooks. |
The image above shows the Custom Export settings that will result in the Company Name, Address, City and Country fields being pulled into an Excel file. | The image above shows the Custom Export settings that will result in the Company Name, Address, City and Country fields being pulled into an Excel file. | ||
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=Header= | =Header= | ||
| + | Defines the text and column headings that will appear above the main body of the report. | ||
| + | Basic descriptive text can simply be typed into the Header field. | ||
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| + | [[Image:Custom Export1.png|link=|800px]] | ||
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| + | When the report is then exported this text will appear at the top of the report, above the main data. | ||
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| + | [[Image:Custom Export2.png|link=|800px]] | ||
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| + | If there needs to be multiple lines of text then simply go onto a new line within the Header section. | ||
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| + | [[Image:Custom Export3.png|link=|800px]] | ||
==See Also== | ==See Also== | ||
Revision as of 13:29, 18 September 2013
The Custom Export settings allows users to configure the information they wish to export from SmartSimple to external applications such as MS Word, MS Excel or Quickbooks.
The image above shows the Custom Export settings that will result in the Company Name, Address, City and Country fields being pulled into an Excel file.
The following sections appear on the Custom Export page:
- Header - defines the text and column headings that will appear above the main body of the report.
- Fields - used to select the columns to be exported.
- Detail - used to store the selected columns to be exported.
- Footer - defines the text that will appear below the main body of the report.
- File Extension - used to define the format of the exported report, indicating the external application that will be used to display the report.
Header
Defines the text and column headings that will appear above the main body of the report.
Basic descriptive text can simply be typed into the Header field.
When the report is then exported this text will appear at the top of the report, above the main data.
If there needs to be multiple lines of text then simply go onto a new line within the Header section.
