TOM data can be exported into different file formats and in custom field constellations. As an example you can export data to an .xls(x) file for evaluating it in MS Excel or to an html file for web-publishing for various purposes. You can store export field constellations for repetitive use.
The following description applies to Clients, Client staff, Translators, Invoices (both In/Out), Projects, Sub-Projects.
|1.||Select the records you want to export: Go to List view and call the records through Search, periodical and other calls. |
Please note: In client, client staff and translator lists you can save sets of records and load them at any time later.
|3.||You will be directed to Export list view, where you can continue configuring the export. |
Note: In this view you may not see all fields right away on the screen. For a better overview you can scale and move columns as required.
|4.||Open the box and type a file name (incl. the file extension - xlsx etc.). The file will automatically be saved to the standard export folder defined in >Program settings >Forms. You can check the validity of the folder path by clicking onto the Open Folder icon.|
|5.||Open the box and choose an existing export format, i.e. a list of field values that you want to export. Customize the field lists by clicking into the fields and selecting a field name from the drop-down menu. Some of the field names have short comments for easier identification. TOM tries to offer you the fields that are used most frequently. If you need other field values to be exported you can also type in the field name after contacting Jovosoft for the exact spelling.|
- Click the checkbox at the top of the table you want to export.
Important: Select only ONE export format! If several are activated TOM will always use the first of those activated !
- When you export date fields or number fields it is recommended to use use the differently colored export fields !
(Green = text / Red = date / Yellow = number)
|6.||Now open the box to define the file format (.xlsx / .html / .pdf / .mer etc.).|
|•||The newly generated file opens automatically. |