User`s guide

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.
System Link User’s Guide 37