BALANCEaap > Data > Advanced > Export Data

KEY TOPICS:

  • Select Export (File) Options
    • Export Compensation Data for OFCCP
  • Select Tables for Export
  • Perform Export Data
  • Export List of BALANCEhub Users


Export Data for Use Outside the System

Available from the by accessing Data > Advanced module, Export Data tools support the selection and export of Reference and Data tables into Excel or text formats for use outside BALANCEaap. The results of Batch Operations can also be exported; see: Batch Operations for Data.

Select Export (File) Options

Select one of the following file types from the provided drop-down:

  • Excel 2007
  • Excel 97-2003
  • 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 Group, and Job Code tables).

Select Tables for Export

Navigate to the Export Tables menu.

(Optional) Click the [Custom view] icon to the right of a table listing to review table contents. By default, all columns are selected. To limit the display to specific columns, deselect the fields to exclude, and click [Save]. (A custom view may be restored to the default by clicking the adjacent [Reset] button.)

Quick Tip: A [Custom view] icon indicates the table will be exported in full form. If a table view has been restricted to specific columns, the table listing will be highlighted in green. A checkmark will also appear in the icon.

Check off one or more tables, and click [Export].

Note: Multiple tables will export as individual sheets in an Excel file, or as multiple text files, depending on the file type selected above.

Export Compensation Data for OFCCP

Cross-reference: In BALANCEaap, this function can also be accessed at: Reports > Select Reports > Data.

Before making a selection on the Export Tables menu, review the Agency's regulatory requirements for file format, and select the appropriate Export File Options above.

Check the box, located at the bottom of the Export Tables list, for: Compliance Review Compensation Submission.

Perform Export Data

Click [Export].

Quick Tip: Depending on the amount of data, the Export Data process may take some time to complete. Choose [Run in Background] to continue working in other software areas. A Notification panel at the top of the page will provide a message when the process is complete. Or later, click the Notifications icon in the page header to access the [Download] button.

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

Export List of BALANCEhub Users

For plan owners who have set up access in BALANCEaap for users to view plan results in BALANCEhub, a list of those users may be exported.

Follow the same Export Data Process as described above, but before clicking, [Export], simply check the box for: HUB Users - SHARE/DASH Access. The users will be identified by: Email (address), First Name, Last Name, Plan Code, and Publish Group.

BALANCEaap Help Cross-reference: BALANCEhub Settings