Archive Report to a CSV Report
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Modified on: Mon, 1 Nov, 2021 at 5:01 PM
Requirements
- F.A.S.T Level 1, F.A.S.T Level 2 or F.A.S.T Level 3
Important
- Dumping a report to a csv file will not look like the report that you print out.
- Select a Report.
- Populate Range Screen.
- Run Report.
- When the Device Window displays – You will see a button labeled CSV beside the Device Name field.
- Click the CSV button. (It will look like nothing has happened – but this function stores a .csv format of the report in that modules filing cabinet)
- Cancel out of the Device Window.
- At this point in time the file is being stored in E-Documents. You can follow the instructions below to do the following:
- Email to Auditor or other individuals
- Open & Manipulate in Microsoft Excel
File in E-Documents
- Access E-Documents within the module where the report was filed.
- You will see the Archive Name with a .csv extension.
- Highlight the archive name.
- Select the View Archive button that looks like a computer monitor.
- When the Text Import screen opens – verify that the section labeled Separated By is selected & that the Comma box is checked (Make sure that all other boxes are unchecked).
- Then Select OK.
- This will open the file in Open Office Spreadsheet.
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