If you want the end users to be able to download a report as a data file which can be used in a spreadsheet application, you must create a comma-separated values (CSV) configuration for that report. This shows the system how to format (break into columns) the data in the report. Banner ePrint's wizard will prompt you for all the necessary information. Access the wizard by selecting CSV Parse from the Report Tasks section of the main menu.
After the CSV configuration for a report is defined, the data icon at left will be associated with the report in the user interface. Users will be able to download an entire report or selected pages in *.csv format. When users click on the icon, a "Save As" dialog will enable them to copy the *.csv file to their computer's hard drive.
NOTE: Before you can create a CSV configuration, the report must already be defined to ePrint. For information on defining reports, see the "Using the Report Definition File Wizard" topic.
Select a report ID from the drop-down list in the box at the bottom of the dialog. (If CSV configurations have been defined for all the reports in the repository, this box will not appear on the page.)
As a data entry shortcut, you can copy a selected CSV configuration and then change the fields as required. This would be particularly useful if a report has the same (or similar) columns of data as a report that already has a CSV configuration. Select the "Copy selected as template" option button. Two new fields will be displayed. Select the repository and CSV configuration file that will serve as your template.
You may need to create a new CSV configuration that is not based on a template. If so, select the "From Scratch" option button.
As a data entry shortcut, you can copy selected CSV configurations to another repository. Select the "Copy multiple CSV configurations as template" option button. From the list box, select the CSV configurations you wish to copy. Next, select the repository that you want to copy the configurations to.
Then select the Create button. The system will display the "Report Header" page of the wizard. See below for information on maintaining the configuration.
From the list box at the top of the page, select the report whose configuration you wish to delete. Then click the Delete button. A confirmation message will appear at the top of the page.
After you select a CSV configuration for creating or editing, the system will present the first page of the wizard (Report Header). For information on navigating through an ePrint wizard, see the "Navigating Through a Wizard" topic. For information on a specific section of the wizard, follow the links below:
At any point (from any page), you may select the Finished button to save your changes or the Cancel button to discard (ignore) your updates. The system displays the wizard's confirmation page. Then you can either exit the wizard or re-open it to make additional changes. For information about this page, see the "Using a Wizard's Confirmation Page" topic.