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To Export a file, Users must first add the file as an item on the Export Files grid. Click the Add ButtonImage Removed image-20240819-151223.pngImage Added button located on the Grid Toolbar above the Export Files grid.

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  1. Navigate to the Export Files grid by opening the 'Admin' tab and clicking on the node labeled 'File Management'.

  2. Click on the node labeled 'Export Files'. Admin > Imports/Exports > Export Files

  3. Click the row containing the information that is desired for the export.

  4. Click the Generate Export File button.

  5. The View Export File buttonImage Removedimage-20240819-151253.pngImage Added button will allow viewing of the selected Export File and theDownload Export File buttonImage Removedimage-20240819-151256.pngImage Added button will download the selected Export File.

    Generate Export File form exampleImage RemovedGenerate Export File form exampleImage Added


    • The 'Template replacements for executing SQL and build the file' field is used for changing and replacing parts of an SQL Query in the fields.

    • The 'Bind Params for Running the Query' field is used for defining variables in the query in the fields

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To add a header or a footer, click the Add buttonImage Removed image-20240819-151350.pngImage Added button on the Grid Toolbar above the Header/Footer Lines grid. In the form, Users should first enter a 'Line Number' to determine the order of the header/footer in the case of multiple entries. If the User is adding a footer, check the box next to the 'Footer' field.

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Once these required fields have been satisfied, click the Save New buttonImage Removed image-20240819-151500.pngImage Added button. The new header/footer will appear on the 'Headers/Footers Line' grid.

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