Creating or modifying an export

Umana allows you to create your own exports or to modify an existing one. Standard file formats include

XLS — for Microsoft Excel
XML — a widespread generic format
CSV — "comma-separated values," a widespread generic format

Copy / Modify

First select the export to be modified or copied.

To modify an existing export, click Modify (on the application's main toolbar).
To create variations of an existing export, click Copy. The window below is displayed. Enter or modify the desired parameters and click OK to save your changes. (They will be effective immediately on your workstation.)

French and English descriptions

Click the box to enter a longer description (help) for export. The description is displayed in the export selection window when the user clicks the

Order..., Selection..., Criteria..., File..., Parameters...

Click the box to modify its value. If the box is already checked, it means a value or an expression is already entered. These parameters are identical to the "Data export" window parameters, with the exception that values entered here are saved permanently. They will become default parameters for this export.

Export accessible by

Select one of the options displayed to restrict user access to this export. Click to specify the fields to be exported. This option is only available for generic exports.