Export Data Setup Description of Fields

1 Minute to read

Print
Dark
Light
PDF

Article summary

Did you find this summary helpful?

Thank you for your feedback

File Type - Select the output type: Excel (.xls, .xlsx), text (.txt), or CSV(comma delimited value).

When you select File Type as Text (*.txt), you will get the below options:
- Row Delimiter: By default, {CR){LF) is selected.
- Column Delimiter: Specify how the columns should be separated. The Comma is selected by default, but you can choose a Tab or Vertical Bar.
- Text Qualifier: Specify whether the text should be enclosed in the Single Quote or Double Quote.
First Row has Column Names - Specify whether you want the first row to contain the column name.
Data Format - Specify whether the periods should be present for Columns or Rows.
Add - Insert a new column.
Column - Displays the default and possible columns that must be present in the export data. Account, Company, Department, ICSegment, and Amount are default items. If you select the data format as Periods on rows, the Fiscal Year and Fiscal Month are mandatory fields.
Header Name - Specify a header name for the inserted column. If you want a blank header name in the export file, enter #Blank#.
Value - Specify the period for Fiscal Year, Fiscal Month, and Additional Column. For the Fiscal Year, specify YY/YYYY/Century. For Fiscal Month, specify MM/Month name (first 3 characters)/Month name (full name).
Active - Allow or do not allow the field in the data export. Account, Company, ICSegment, Department, Amount, and Scenario are selected by default.
Once all the above fields are complete, click Save & Next.

Was this article helpful?

What's Next

Export Data Description of Fields