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BalanceAAP > Data > Export Data

KEY TOPICS:

Export Data for Use Outside the System

Available from Data>Advanced,Data > Advanced, Export Data allows Reference and Data Tables to be selected and exported into Excel or text formats.

Select Export Options

Select the file type to export to from the drop down list. You can export your data intolist: Excel 2007, Excel 97-2003, or as a text file.

(Optional) Limit the data to codes in use by checking the box next to the tagline: Only include used codes (for Department Codes, Grade, Job GroupGroup, and Job Code tables).

Select Tables for Export

The fields to be exported for any specific table can be modified by setting a customized view. A customized view allows you to select only specific fields to show on the screen or be included in an export file. You can create a new view or edit an existing custom view for a table by clicking the custom view icon. If a table has a customized setting, a checkmark appears in the custom view [Custom view] icon will be displayed next to the table name.

Select the tables you wish to export, and click [Export]. If you selected multiple tables, the tables will export as individual sheets in an Excel file, or as multiple text files, depending on the file type selected. Export Data

Export Data

Depending on the number of files and the amount of data, the Export Data process may take some time to complete. You may choose the [Run in Background] option and continue working in other areas of the software. The notification panel at the top of the page will provide a message when the process is complete.

balanceAAP and the browser may be closed and reopened to allow time for a process to run. After reentering balanceAAP, click the notification icon [Notifications] button, which is located in the top navigation bar, making it available from all balanceAAP screens. The Notifications list houses information on recent data exports and other processes. The download icon [Download] symbol to the right of a data export record indicates that the activity is complete and available to download.

Use download icon [Download] to save the exported file to your computer.computer or network.

Quick Tip: The Notifications list stores recent data exports. To save time, use the notification icon [Notifications] button instead of the [Export] button.