Overview

The Export functionality allows you to export data from the Umana system to an external program such as Excel or external system such as Direct Deposits to a bank.
You can restrict access to some exports by user.

Operation

Access the various exports via the main menu: Tools | Export...

Exporting data

To export data to an external file, select the desired export, specify your parameters, and click the Export button.

Export

Using the pull-down menu, you can select the desired export.

Option

By clicking one of the Order, Selection and Criteria options, you can modify the options available for the selected export.

Destination

Click the "Destination" space to specify or change the name of the file to receive the exported data.

Modifying an export

You can modify an export permanently, including the following:

• Default target fault
• Default order, selection and criteria
• Authorized users
• Data (fields) to be exported (some exports only)

See also

Creating or modifying an export
Exporting to the General Ledger
Interface to external payroll (net pay)
Record of employment