Exporting data

Use this procedure to export data. You must have the Export data to applications user permission to export data from the applications.

1. Choose Data > Export. The Export dialog box opens.
2. Select the type of data that you want to export from the Report drop-down menu.
3. Enter a description of the file in the Description text box using up to 8 characters.
   This will help you identify the type of data that you are exporting, and will be the best way for you to find your file in the Export Status page.
4. Select the file type that you want exported: Excel 97-2003 (.xls), Excel 2007 (.xlsx), or CSV. CSV format is recommended for exporting large amounts of data (above 130,000 records), since performance may vary with different memory configurations on your computer. You can click the Get Record Count button to view the total number of records that are in the report before exporting.
   The following describes the formatting of report fields when exported to a CSV file:

   • Double quotes are not appended to fields, unless they need to be used for the delimiter (a comma appearing in one of the numeric fields, for example, as a decimal separator).
   • All numeric/decimal number types will show a minimum of two decimal places and a maximum of three. For Markdown Optimization, five digits are allowed before the decimal point.
   • Currency fields are displayed based on the locale Decimal and thousands separators are based on the locale.
   • All dates are displayed in short format (mm/dd/yy or dd/mm/yy) and are formatted per locale If the date needs to be displayed with the time, it will be displayed in short format Large CSV files should be opened using Notepad or another text editor, instead of Excel. If you must use Excel to view the CSV file, import the file into the Excel application.
5. Select the division that you want to export from the Division drop-down menu.
   The Division drop-down menu will only display if the report requires a division for exporting. You can select multiple divisions using Shift-click or Ctrl-click for certain reports.
6. Select the product category that you want to export from the Export Category drop-down menu.
   The Export Category drop-down menu will only display if the report requires a product category for exporting. You can select multiple categories using Shift-click or Ctrl-click, or select All Categories for certain reports.
7. Select the store group that you want to export from the Export Store Group drop-down menu.
   The Export Store Group drop-down menu will only display if the report requires a store group for exporting.
8. Click Export.
   The Export Status dialog box opens, and your export is listed.