
System Link User’s Guide 47
Select Accounts to Compare:
All accounts to be selected for comparison display here.
Select the accounts that you want to compare to the template or account selected above
in the Control Panel. Click the account and press the arrow key to place the account in the
right column for comparison. You may select as many as you would like to compare.
Accounts to Compare:
This column displays all accounts that have been selected for
comparison. If you need to remove an account from this column, select and click the
arrow button to place the account back into the other column.
Save to:
Select the name and location where you want the spreadsheet report saved.
Compare:
Select this to create the spreadsheet report.
Exporting Data Reports
To export data reports as CSV (Comma Separated Value) files that can be opened in
Microsoft
®
Excel, click File > Print > Data Export. The account open in System Link will
be exported to a folder that you have designated. It is recommended that you create a
folder to save the programming because several files will be created. All files will have a
.csv extension, which can be opened as in Excel.
Location
: Press the button to the right of the
Location field to browse for the folder in which
you will save the programming.
Prefix Filename with Account Number
: Select
this checkbox if you want all of the files to
contain the account number in the file name. For
example, a file name with the account number
would read “1-12345 Area Information.csv.”
Prefix Filename with Account Name
: Select this checkbox if you want all of the files to
contain the account name in the file name. For example, a file name with the account
name included would read “John Doe Area Information.csv.”
When the files have been exported, the Data Export Report Setup window automatically
closes.
Printing Saved Reports
To print a saved report, click File > Print >
Saved Reports to open the Saved Report
Setup window. Enter the location of the file you
wish to print by typing the location in the
Filename field or browse for the file by clicking
the button to the right of the Filename field.
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