Data Exports

AptaFund provides data exports in several modules.

• Account Structure

• Accounts Payable

• Budget

• Chart of Accounts

• Employee Management

• Payroll Purchasing

• Vendor Management

Selecting the export

1. Access the list of exports by hovering over the Reports menu in the menu bar and selecting Exports. Note: You may not see all the menu items illustrated below, depending on the modules to which you have access.
   
   
   

2. When the Exports window opens, you can either scroll through the list of all reports in the system, or select the Module containing the data export you want.
   
   
   

3. Scroll through the list and click on the name of the export you want to generate. The export setup window opens. All exports have a list of parameters that are used to select data for the export.

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Setting up a new report

1. Once you've selected the report, the export setup window opens. All exports have a list of parameters that are used to select data for the export.

2. Select the exportparameters using the drop-down lists.

• The multi-select list allows you to select more than one item by clicking in the text box and selecting from the drop-down list. It will look like either

• an empty text box, or

• a text box with a default selection

• The single-select list has text displayed even before you make a selection and allows you to select only one item.

3. Once you've designated all the parameters, click the Export to File button.

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