TeamWox HelpAccountingReportsExport

Export

The reports by organizations, products and clients can be exported to different external files. To do it, one should press the "Export" button in the upper part of one of the tabs mentioned above.

Export

The upper part of the export window contains the following settings:

  • Export to — type of the file the information will be exported to. Currently the *.XML, *.CSV and *.HTML formats are supported.
  • Encoding — the selection of encoding which will be used for the export of data. This option is available only for CSV files.
  • Separator — separator that will divide different data in the file (comma, dot or tabulation character). This option is available only for CSV files.
  • Date format — the format in which the dates will be exported.
  • Use full names of the columns instead of IDs — if this option is disabled then the names of fields will be displayed and exported as internal identifiers of the TeamWox system. If this option is enabled the interface names will be used.

In the lower part of the window you should choose which information will be exported. In order to add a field to the list of exported ones, you should click with the mouse on its name in the "Available fields" column. To remove a field, click with the mouse on its name in the "Selected fields" column. To select or delete all the fields at once, you should press Add all or Delete all button respectively.

The list of selected fields is memorized for the user and at the next attempts of exporting it is automatically chosen.

In order to start the export, one should press the "Export" button at the bottom of the window.