Adding Fields

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 the list.

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 your file.

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.