Collect! Credit and Collection Software™

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Export Filter

This screen can be used for your export specifications.


Export Filter

You may have a requirement to export certain data on an ongoing basis.

Perhaps to update another database, update an accounting program, produce data for an electronic interface for one of your clients.

First, you would create you export specification with the necessary fields. When you run the export you can then apply EXPORT FILTERS when running the export, exporting only transactions between a date range. Or, maybe you are including ONLY payments and wish to filter out adjustments or fees so they are not included in the output.

Window

This is the dialog or record that you wish to FILTER the data. Click the down arrow to choose a Record type to apply a filter to. Select DEBTOR, for example, if you wish only certain debtor records to be exported.

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Field

This is the FIELD on the chosen WINDOW that you wish to use a key to filter. If you wish to export only debtors who were listed in a certain date range the choose LISTED from the FIELD TYPE. Maybe you wish to export only debtors with an outstanding balance, then the FIELD would be OWING.

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Min

Once you have selected a FIELD, you can enter a MINIMUM value for the data set that you wish to export. To export debtors whose owing is MINIMUM of $50.00. Any debtor with a smaller OWING would not be exported.

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Max

Once you have selected a FIELD, you can enter a MAXIMUM value for the data set that you wish to export. To export debtors whose owing is MAXIMUM of $5000.00. Any debtor with an OWING greater than this value would not be exported.

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Exclusive

ONCE you have your filter set, this is just an easy way to say INCLUDE (No) or EXCLUDE (Yes) those that match the values in your Export Filter Setup.

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Help

Press this button for help on the Export Filter form and links to related topics.

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Delete

Select this to delete the currently displayed Export Filter.

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New

Select this to enter information for a new Export Filter.

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Cancel

Select this button to ignore any changes you may have made and then return to the previous form.

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OK

Selecting this button will save any data you have entered and return you to the previous form.

<<

Selecting this button will take you back to another record.

>>

Selecting this button will take you forward to another record.

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