Page 75 - Administering the System Participant Guide (SDL)

Exporting System Data
Unanet software comes with many preconfigured export templates, which are available
in Admin > Export > List. The Administrator can also design new export templates to
meet the specific needs of their business. To export data from Unanet, the Administrator
will press the Run icon for the desired template, select the criteria to determine what
data to include, and then press Run Export.

Demo 16.1 – Review General Requirements of an Admin Export
Log in as the Administrator, Ralph Durbin (rdurbin/welcome).

Demo Highlights

• Review the available fields of an export
• Run an expense report export including attachments

Export Template Description
Section
Summary
Template Name Any unique name the user wishes to assign to the template
Template Type Used to identify the time of export template; specified when a new
template is created and cannot be modified on an existing template
File Type Determines output format; options are .csv or Fixed-Format
Import Template Checking this box enables the template to appear in the Import
template list
Default File Name Used to supply a default filename that will pre-populate on export
selection criteria screens
Default E-mail Used to supply a default email address; can be overridden when
running an export
User’s E-mail Can automatically append a user’s email address on the export
selection criteria screens
Description Text entry to further describe the item
Fields
File Header an optional record that appears only once at the top of a file; may
contain summed information, but any non-summed database fields
used in it will be from the last database read
Group Header an optional record that will repeat grouped by the fields it contains,
meaning when its data changes, it will be written, and it will also write
any detail records under it that are part of this group; can contain
summed information

Detail repeats as often as necessary to display its information; may contain
REQUIRED summed information and can be part of a group record

Lesson 16: Executing Imports and Exports ©2021 Unanet. All rights reserved.
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