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Using these techniques, it is possible to support [[Applications|applications]] as diverse as accounting (invoice transactions), payroll (timesheet transaction), or statistical work ([[Web Form|web form]] transactions).
==Procedure==
1. Click the '''Advanced Report Setting''' tab.
The '''Advanced Report Settings''' window is displayed.
[[Image:Reps200.png]]
This window consists of the following settings:
* '''Header''' - Static or variables that you need to display at the top of the export file.
* '''Fields''' - A list of fields taken from the report that is being used to create the report. In addition, you can select two special settings – {tab} – used to add a tab character to the specification and {break} – used to add a line feed to the specification.
* '''Detail''' - You construct the actual record layout for the specification in this area. This section can consist of multiple lines.
* '''Footer''' - Static or variables that you need to display at the bottom of the export file.
* '''File Extension''' - The extension that you wish to associate with the export specifications. By setting this value to any valid Windows file extension, the appropriate [[Application|application]] will be launched when the data is exported.
2. Add the following '''fields''' and '''special characters''' to the '''Detail''' section:
[[Image:199.png]]
Each field will be delimited by a tab character ({TAB}), and a line feed ({BREAK}) will be added to the end of each exported record.
==File Extension==
By setting the file extension, you define which program on your computer should be used to process the exported report data. Some common extensions that are useful for exporting date are:
* '''TXT''' – Window Notepad.
* '''XLS''' – Microsoft Excel.
* '''IIF''' – QuickBooks.
1. Set the '''Extension''' to '''TXT'''.
[[Image:Reps199.png]]
The extension '''TXT''' is generally associated with '''Notepad'''.
2. Click the '''Save''' button.
3. Click the '''Edit Report''' button.
4. Click the '''Reports''' tab.
The report list is displayed and the '''Employee''' list report is now displayed with an '''Export''' button.
[[Image:Reps198.png]]
5. Click the '''Export''' button.
Depending on your [[Browser]] and '''Security''' setting, you may need to answer some prompts before the file can be opened.
[[Image:Reps197.png]]
6. If required, click the '''Open''' button.
The file is opened in the associated application – '''Notepad'''.
The file name is set to the report name plus the extension specified.
[[Image:Reps196.png]]
7. Close the '''Notepad''' [[Application|application]].
==Export to Excel==
If you change the extension to '''XLS''', then the file will be displayed using MS-Excel.
1. Click the '''Reports''' tab.
2. Click the '''Edit''' button for the '''Employee List''' report.
3. Click the''' Advanced Report Settings''' tab.
[[image:Advanced export settings.png]]
You can specify the layout of the report to be exported in the next screen
[[image:Advanced export settings2.png]]
'''Header''' section : you specify the column headings for your report to be exported.
'''Fields''' : drop down gives a list of variables that correspond to the fields selected in the report through report builder.
'''Details''' section : you specify the fields for the report to be exported. The fields that you select will be displayed right to left in exported report so select the field for the last column first.
4. Change the '''Extension''' to '''XLS''' or '''CSV'''.
5. Save the '''Layout'''.
6. Return to the '''Report''' list and click the '''Export''' button.
[[image:Advanced export settings3.png]]
The '''File''' is opened in MS-Excel.
[[Image:Excel report.png]]
7. Close '''Excel'''.
'''Note:''' If the report has sub reports attached then you must set up the Advanced export settings for each of the sub report attached.
==Exporting with Subreports==
''Example''
* The following would export a report and subreport is Comma Separated Values format (CSV):
* @Companies/Accounts - Company name@,
* @Companies/Accounts - Address 1@,
* @Companies/Accounts - City@,
* @Companies/Accounts - State@,
* @Companies/Accounts - Company ID@,
* @subreport_0@
{BREAK}
[[Category:Reports]][[Category:Integration]]
