Export Requisitions

KEY TOPICS:

  • Choose Requisition Status to Include
  • Determine File Type for Exported Data

RELATED TOPIC:


Export Requisition Data

Requisition data may be exported for use outside of BALANCEtrak, in Excel or text formats.

Access Requisitions from the side navigation menu; and then choose Export from the tab header. The Export Requisitions menu will display.

Choose Requisition Status to Include

Using checkboxes, determine whether to Export Requisitions with a Status of:

  • Pending
  • Open
  • Closed

Determine File Type for Exported Data

Next, under File Types, select either:

  • Excel 97-2003
  • Excel 2007
  • OR

  • Text (Comma Separated Values)


Finally, click [Export], and [Open] or [Save] the file.