Difference between revisions of "Exporting the Payments List"

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(Created page with "== Introduction == The payments list can be exported into a .CSV(Comma Separated Value) file or .XML Xtensive Markup Language) file so that you can print it or email it as per yo...")
 
m (Exporting Users)
 
(One intermediate revision by the same user not shown)
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The payments list can be exported into a .CSV(Comma Separated Value) file or .XML Xtensive Markup Language) file so that you can print it or email it as per your requirements.
 
The payments list can be exported into a .CSV(Comma Separated Value) file or .XML Xtensive Markup Language) file so that you can print it or email it as per your requirements.
  
== Exporting Users ==
+
== Exporting Payments ==
 
#Login to the Admin Panel.  
 
#Login to the Admin Panel.  
 
#Select '''"Payments"''' under '''"Reports"''' from the options on the left side of the screen.  
 
#Select '''"Payments"''' under '''"Reports"''' from the options on the left side of the screen.  
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:[[File:exportscreen.png]]
 
:[[File:exportscreen.png]]
 
  
 
== Selecting and Removing Fields for Export ==
 
== Selecting and Removing Fields for Export ==
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# In the '''"Fields to Export"''' field, click on the arrow button and select the first field to export from the list of available fields.
 
# In the '''"Fields to Export"''' field, click on the arrow button and select the first field to export from the list of available fields.
  
:[[File:selectexport.png]]
+
:[[File:selectpaymentexport.png]]
  
 
:2. The selected field will be displayed below indicating that it has been selected.
 
:2. The selected field will be displayed below indicating that it has been selected.
  
:[[File:exportfields.png]]
+
:[[File:exportpaymentfields.png]]
  
 
:3. Repeat step 1 for each field that you would like to export.
 
:3. Repeat step 1 for each field that you would like to export.
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:4. To remove a field, click on the (X) button for the field. The field will no longed appear in the list of selected fields.
 
:4. To remove a field, click on the (X) button for the field. The field will no longed appear in the list of selected fields.
  
:[[File:removeexport.png]]
+
:[[File:removepaymentexport.png]]
  
 
== Selecting Export Format and Delimiter==
 
== Selecting Export Format and Delimiter==

Latest revision as of 16:25, 4 October 2011

Introduction

The payments list can be exported into a .CSV(Comma Separated Value) file or .XML Xtensive Markup Language) file so that you can print it or email it as per your requirements.

Exporting Payments

  1. Login to the Admin Panel.
  2. Select "Payments" under "Reports" from the options on the left side of the screen.
  3. The "Payments" screen will be displayed.
  4. Scroll to the bottom of the list and click on the "Export" link below the list.
Exportpayments.png
5. The export screen will be displayed where you can select the fields to export, export format and delimiter.
Exportscreen.png

Selecting and Removing Fields for Export

  1. In the "Fields to Export" field, click on the arrow button and select the first field to export from the list of available fields.
Selectpaymentexport.png
2. The selected field will be displayed below indicating that it has been selected.
Exportpaymentfields.png
3. Repeat step 1 for each field that you would like to export.
4. To remove a field, click on the (X) button for the field. The field will no longed appear in the list of selected fields.
Removepaymentexport.png

Selecting Export Format and Delimiter

1. In the "Export Format" field, click on the arrow and select the export format from available options.
Exportformat.png
2. In the "Fields delimited by" field, enter the delimiter to separate records.
Delimiter1.png
3. Click the "Export" button to export the users list to a file in the selected format.

Saving the Exported File

  1. Once you click the "Export" button on the Export screen, the File Download window will be displayed.
Filedownload.png
2. Click the "Save" button and select a location on your computer to save the file to.
3. The exported file will be saved at the selected location.