Export ColumnsTo configure an export, go to Reports - Export Definitions, select the export and click . Click to add a new configuration.
Name the configuration to be saved in the configuration list.
In tab Columns, you can choose the information to appear in the export by selecting the type of information desired. Click to add data.
Select window opens. Check the data you need for the export:
Use the search field to search the items by name. Use to check all items or in case you change your mind.
New export columnsTo add new columns, click . A new text column will be added to your export. To delete a column, use the button .
Rearrange the order of columnsYou can anytime rearrange the order of the columns using the buttons down or up or simply drag-and-drop.
When dragging and dropping you will be guided by the green line:
Columns definition
Add a new column with a fixed value in the exportTo add a column with a fixed value in the export, click on tab Column in ordered view mode, position it and edit it. You should add an alternative name and a fixed value in field Calculation expression. Use the Guide to choose the format.
Add a new column with a variable value in the exportTo add a column with a variable value in the export, click on tab Column in ordered view mode, position it and edit it. Next, choose the variable to relate to, e.g. Counter value. For example you need a column to double the value from an overtime counter. Write a Variable name for the Counter value:
Make sure your new variable is defined with a proper type, e.g. Time(Real).
In the new column added, write the Alternative name, select the type (same as the variable you use) and define the calculation expression:
Make sure both variables are the same format:
After finishing the export configuration, when running the export (see Run Export for more details), you will need to choose the counter:
In this example, the column Double counter will double the value of the counter chosen when running the export, Overtime.
Once you’ve added the extra columns desired, you can start adding alternative names (optional) and formatting the columns. Use the formats described in Guide. Copy and paste the format desired in column Format.
Choose to sort columns ascending or descending:
Sort the column priority, if needed:
Writing a substring value for text variables in the exportTo subtract text variables in your export, you will write in the column Format an expression as SUBSTRING(x,y), where x is the first character to be displayed in the export and y is how many character displayed after x. E.g. SUBSTRING(2,3) from text ”house” will be ous. In the example below it will take the first 2 characters from name.
Duplicating a text columnTo duplicate a text column, click on tab Column in ordered view mode, position it and edit it. Next, choose the variable to relate to, e.g. Employee name. For example you need a column to duplicate the name. Write a Variable name for the Employee name:
Make sure your new variable is defined as Text.
In the new column added, write the Alternative name, select the type (same as the variable you use) and define the same variable name in Calculation expression:
This will duplicate the expression in your export.
Grouping data in the exportYou can group data in your export after a criteria chosen (e.g. person number, employee name, employee number etc.). This way, data following your grouping item in the export configuration will be grouped in a one line up to Maximum rows per line defined in Settings:
The more the value here, the more likely your data to fit one line.
Example:
1. Add a grouping criteria, e.g. Employee name. The data in this case will be grouped by employee name. That means anything comes after Employee name in the definition will be considered succession one succession row (in this case payroll code, counter code, counter value).
2. Note the Maximum rows per line. If 1 (default), the grouping will not be done, it will insert one row of information per line. To fit all rows of information grouped by a certain criteria in one line, you need to put there a bigger number. Grouping row ending will add the character defined at the end of the line.
3. Here is the difference between the same export when grouping the rows and without grouping the rows. In the example below, data is grouped by Employee name. When we export some counters, BAL, EFF and REG counters, all related rows (payroll code, counter code and payroll value) will be put in the same line, one after another, until they reach the limit set by Maximum rows per line.
If there is no grouping, each row will be displayed in separate lines:
You can test various formats using the option Test. Click the button :
Here you can test various formats for your export column:
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