Description
Use this page to create export formats and use them to export data.
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Generating Data From an Export Format
Ability to lock created exports
Usage
This page allows the creation of customised exports. An export can contain either Employee or Company data by selecting information from various related tables. Functionality is also available to filter and sort the result set.
Creating an Export Format
Click on New in the Export Format box to create an export format. This will show a Format Name field and two Export Data Type radio buttons. Enter the Format Name and choose the Export Data Type you require, then click OK.
The new format will appear in the list in the Export Format box. To delete a format, select the required format and click Delete.
Select Data For a Format
To edit an existing entry, click on the required entry in the Format Columns grid. This will populate the boxes in the Column Details section. If the boxes in the Column Details section need to be cleared to add a new entry, click the New button.
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To delete a row from the list select the row in the Format Columns grid and click Delete in the Column Details section.
Changing the Display Order
The columns are exported in the order they appear in the Format Columns grid. This order may be changed by dragging and dropping the required Format Column to its new position. Once the Format Column is dropped, its new position will be automatically saved.
Adding All Columns
The first option that shows in the column list is [Add All Columns]. Selecting this option and then clicking the Save button will add all columns for the selected table that are not currently in the export format. This can be useful when creating a full pay summary report or to add any new pay elements that have been added since the export was created.
Creating Formulas
After a table has been selected, a formula may be specified for a column instead of a column by clicking the Formula button. This will bring up the Formula Editor.
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- ([column name] * [column name]) / 2.5
- 100
- [column name] + [column name]
Copying Export Formats
Export formats may be copied by selecting the format name in the Format Details section and clicking the Copy button. The new format will have the same name as the original, suffixed with (copy {number of copy}).
Other Company Formats
Other companies export formats may be run (exported) for the current company by selecting the required company from the company list in the Format Details section.
When running other companies formats, they cannot be edited. They may be copied to the current company by selecting the format in the format list and then clicking the Copy button. Once copied they can be edited by selecting Current Company from the company list.
Generating Data From an Export Format
Select the format you require in the Export Format box and click the Export button. The following page will be displayed.
Select the format you require the downloaded data to have from the Format drop down box and click the Export button.
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- Once you have downloaded the data it will no longer be under the security of the payroll system. You will need to ensure that sensitive data is dealt with in accordance with your company security procedures.
- The maximum number of records that may be exported is 10,000.
- Data from some tables which return multiple rows for an employee - examples include SSP and Employee Pay Balances - but are unrelated, can not be selected under the same export. In these cases a message will be displayed when the export column is saved.
Ability to lock created exports Anchor Ability to lock created exports Ability to lock created exports
| Ability to lock created exports | |
| Ability to lock created exports |
You can now lock any export formats you have built, stopping them from being deleted in error. Within the export screen, select the export format you wish to secure and click lock.
Once locked the delete button will be greyed out. You can unlock the export if you no longer require it, and the delete button will be selectable.
We have also added an additional step when deleting to help protect your data. When clicking delete you will see a message advising you this cannot be undone, you must click delete within 12 secs to go ahead with the deletion.
Recovering deleted exportsAnchor Recovering deleted exports Recovering deleted exports
| Recovering deleted exports | |
| Recovering deleted exports |
Currently deleting an export only performs a soft delete. While you cannot see the export yourself, support can retrieve this. You will need to know the name of the export deleted in error, and support will organise the export to be reinstated for you.