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Records from any Clients & Profits X file can be exported using the report writer

The report writer has a special template, called Spreadsheet File, designed specifically for exporting data. Creating the custom report is similar to making other custom reports, except that field labels, headings, subtotals, and graphics are not needed.

Data can be exported into one of several popular formats, including DIF, SYLK (for Microsoft Excel), Lotus 1-2-3, dBase (for Microsoft FoxBase and Access), as well as comma and tab-delimited text. These formats make it easy for other software programs to import your Clients & Profits data.

The Export template lets you add up to 25 fields from one or more files. The order in which the fields are added to the custom report determine how the data will be exported. Records will be exported using the sort order chosen from the Fields window.

The report writer can’t create fixed-length export files for mainframes. The export files are always variable-length, depending on the number of characters in each field. If you need to export fixed-length data into another system, your export files will need to be filtered through a separate program that can save padded, fixed-length text files.

To create a custom report for exporting data

1 Choose New from the Reports menu.

2 Select the Spreadsheet file template, then click OK.

The Add Fields window opens, prompting you to select files and fields for this custom report.

3 Double-click on the fields you wish to include in this export file.

4 Click Finish to add the fields.

Once the fields are added to the custom report, they can be sorted and queried just like any other custom report. Don’t worry about the look of the custom report, since it doesn’t affect how the records are exported.

To export data

1 Choose Export from the Reports menu, or click the export button.

2 Select an export file format.

3 Click File to save the data into the export file on your hard disk or file server.

The export file can have any name. If you’re exporting data to a Windows-based PC, be sure to add the .TXT extension to the file name.

Clicking clipboard will send this data to your computer’s clipboard, where it can be pasted directly into another application (that is, if it can accept export files from the clipboard -- which many cannot). The publish and port options are used for special situations. (For more information on using the Publish and Port options, call Clients & Profits X.)  

Learn more:

Custom report basics
Making custom reports
Working with data files
The C&P file structure
Modifying custom reports
Selected records with queries

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