Business Intelligence Export

Menu Path: Business Intelligence $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Business Intelligence Export

Purpose

Export data for business intelligence.
Review information about the last time data was exported.

Overview

Use Business Intelligence Export to supply data for business intelligence. For more information on individual exports, see Business Intelligence Overview. You can also use the Inquiry tab to review the last time data was exported for a specific Business Intelligence export.

Note These exports are generally set up as Scheduling Assistant tasks that can be run automatically during off-hours.

Exporting Business Intelligence Data

To export Business Intelligence data:

Click the Lookup button for the Export Name field, and select an export name that was previously created in Business Intelligence Maintenance.
If the selected export requires a date range, select whether to export for a range of periods or months, then clear the All Dates check box, and enter a period or month range in the From and To fields.
If you want to use Scheduling Assistant to export Business Intelligence data, select the Schedule radio button, then click the Schedule Job button in the ribbon and set up the export schedule in Task Schedule Options.
Click the Process button in the ribbon. The data is exported, or it is sent to Scheduling Assistant for export based on the schedule you set up in step 3.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Business Intelligence Export window.
Schedule Job	Click this button to display Task Schedule Options, which allows you to set up the schedule for exporting with Scheduling Assistant. This button is only available if you select the Schedule radio button.
Process	Click this button to export business intelligence data for the selected export.

Main Tab Fields and Buttons

Field or Button	Description
Export Name	Click the Lookup button to select the Business Intelligence export name for which you want to export data. For information on setting up export names, see Business Intelligence Maintenance.
Export Directory	This field displays the folder to which data will be exported for the selected export.
Period/Month	Select whether data is exported for a range of accounting periods or months. This radio set is only enabled if the Requires Date Range check box is selected for the selected export in Business Intelligence Maintenance.
All Dates	Select this check box to export data for all dates. This check box is selected by default, and is only enabled if the Requires Date Range check box is selected for the selected export in Business Intelligence Maintenance.
From	Click the Lookup button and select the first period or month in a range of periods or months for which to export data. This Lookup button is only enabled if you clear the All Dates check box.
To	Click the Lookup button and select the last period or month in a range of periods or months for which to export data. This Lookup button is only enabled if you clear the All Dates check box.
Process	Select whether the export process is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs by clicking the Schedule Job button in the ribbon.

Inquiry Tab Fields and Buttons

Field or Button	Description
Export Name	This field displays the Business Intelligence export program for the export name selected on the Main tab. For information on setting up export names, see Business Intelligence Maintenance.
Last Run	This field displays the date the selected export was last run.
Last Runtime	This field displays the time the selected export was last run.
Number of Records	This field displays the number of records that were exported when the selected export was last run.