How to Export Users, Billing Codes and Departments to a HTML,CSV or XML Format
Problem Statement
Customer needs to export Users, Departments or Billing Codes to a flat file format.
Cause
These accounts may be required in another system capable of importing flaf files.
Resolution
Step 1. Right click and "Run As" on the system manager Icon
Step 2. Select reporting
Step 3. Select Accounts
Step 4. Select Account Listing
Step 5. Under Account type there are options here for the export type you have ( to choose from in version 5.3) User, Deprtment, Billing Code,Vending.
Step 6. Select Account status, this option allows to select various account status options for example, All, Overdrawn, locked, Active.
Step 7. Select Order By Account and then OK. This will generate the requested report.
If you do not see all the coloumns required, follow some further steps below.
Step 8. Under View along the top toolbar, Select Configure report layout if you do not see all the columns required, check the Box again against the value required.
Step 9. Select Save As, here you can save the output of the file to HTML, CSV-ANSI,CSV-Unicode,XML.
Step 10. Select CSV format if you wish to export to Excel to manipulate the data.