How to Run a Report or an Export to Excel of all Codes in a DataGrid - RecTrac 3.1.
Problem
Is there a way to run a report or an export to Excel all of the codes in Fee Management that will show the associated Revenue GL Code, the Receivable GL Code and Unearned GL Code?
Solution
Yes. All DataGrids in RecTrac have options for Export Comma Delimited and Print Friendly Table. Either of these will give you what you seek.
Export Comma Delimited - Exports the visible records in the DataGrid in comma-delimited file. By default, the file will open in MS Excel.
Print Friendly Table - Converts the DataGrid to a HTML table and allows you to print it through your web browser.
To Export the Fee Management DataGrid to an Excel Spreadsheet
1. In the RecTrac Standard VSI Design, to Management Ribbon System Management Fee/Rule/Question Management group Fee Management.
2. Click the Options button on the upper left hand corner of the DataGrid.
3. Click Export Comma Delimited.
4. The system will ask whether you wish to open the file in MS Excel or Save it. Make your selection.
5. Exit back to the main menu when done.
See Also: RecTrac DataGrids Overview for further information regarding DataGrid functionality.