Select Columns To Export

From the Report Selection Menu, click on the export button at the bottom of the screen. Then choose the File Format from the drop down list.  This screen appears next if you select CSV, Excel, or XML format.

Overview

It is possible to export well over 300 different columns of data, resulting in a very large file and a long time to get the data from the server and build the file on the station.

This feature allows you to choose only the data you intend to use in the exported file, reducing file size and time to export.

Select Only What You Plan                     To Use              

Select Only What You Plan                    
To Use              

Formats That Use This

This screen only appears when you select:

Comma Delimited File
Microsoft Office Excel
Extensible Markup Language

How To Shorten The List And Save Time And Space

Start by clicking on the Uncheck All Button.  Then check only the fields you need in your export.  You can scroll down for the Insurance and Investment fields.

Save Button

Use the Save Button to save a list of boxes that you plan to reuse at some later date.

Load Button

Use the Load Button to load a saved configuration.

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This is a great way of saving resources on your computer, especially important for hosted systems.