Export Utility window

Utilities > Data Transfer Utilities > Export Utility

Available Exports

List of user-defined export definitions.

Name

Name of selected export definition.

Search

Name of user-defined search criteria.

Delimiter

Character placed between fields:

  • Fixed – no delimiter.
  • Tab
  • Comma
  • Other – specifies other delimiter in the field that appears.
  • Quotes – encloses text in double quotes. This is helpful if a comma delimiter is required and some text fields contain commas.

Note: This field displays only when a delimiter other than Fixed is selected.

Path

Directory and file name for the export file.

Edit Search Criteria

Opens the Select Search Instructions window.

Edit Calculations

Opens the Export Calculations Utility window.

Export

Opens the Set print file name window to save the selected export definition to a file.

Import

Opens the Select import file window to import a file containing export data formatting information.

Save As

Saves a copy of the export definition with a different name.

Load

Opens the Select import file window where you can select and insert a record template from compatible third-party software applications such as Excel. Each record template loaded must contain the following fields in this exact sequence: Value, Length, Format, Calculation, and Search.

Setup ‘Select’ Files

Opens the File Export Utility - Select Records window.

Create Activity Record

Option to record each export record as a member activity in the iMIS database.

Allow OverWrites

Option to allow the file to be overwritten each time you run the export definition.

Value section

Specific formatting information is entered here.

Value

The constant value, iMIS field value, or Omnis calculation to be formatted.

Length

User-defined length of the Value field.

Format

Code to specify data format.

Calculation

List of available calculations.

Search

List of available search names.

Add

Adds a new line in the Value text box.

Insert

Inserts a line between existing lines in the Value text box.

Remove

Removes the selected line in the Value text box.

Print

Prints the export.

Schedule

Opens the Schedule Program window.

Go

Runs the export.