Utilities> Data Transport 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.)
Create Activity Record
Option to record each export record as a member activity in the iMIS database
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 MS 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
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
Schedule
Opens the Schedule Program window
Go
Runs the export