When using the Custom Reports
Designer to create a data export file, the software will
display on the left-hand side of the designer a listing of the
fields you have chosen to include in your report. Initially the
list is empty. You add a field to the list by clicking on the last
empty line in the listing. A drop down box will appear which shows
all available fields for you to export. Simply select a field from
Once you have selected a field, a new, blank line will appear in
the listing. Use this next blank line to add another field to your
export file. Continue adding fields in this manner until you have
all of the fields you need for your file.
If you want to include the field header names in your export
file, check the Include Field Names checkbox above the
listing of fields you have added to this report.
Note: Remember, the data fields in this file are
separated by a tab character! This is convenient if you want to
open this file in Microsoft® Excel or other spreadsheet program
which recognizes delimiters.
You can specify a default path and file name in the Default
Export File Location box. This location must contain the
fully-qualified path name and file name for you file. If you do not
specify a location, the software will display a window where you
can navigate to a location and specify a file name. You can also
click the Browse button to select a default location for
Click the Save button to name and save your export file
layout. The export file can then be created just as if you were
printing a paper report.
When you have completed the set-up of your data export file,
click the Export Now button to immediately create the file
with the specified data.