Simple Data Extraction Templates

This feature will allow you to create a CSV (comma delimited) file to be opened with a spreadsheet program like Microsoft Excel.

This is a Version 2 feature.  If you would like information on obtaining this, please call JST.

Click from the file menu, select Simple DEx Template.

The template creation screen will appear.

 To Add a Template:

Click the button to display the New Template Name screen.

Type the template name wanted, click the button to continue.

Next, Find the first variable  to be included in the extract report from the of Available Variables list.  

Highlight the variable and click the button to add to the Variables in Template section.  

If you would like to remove a variable from this list click the button.  You may remove all the variables by clicking the button.

If the variable needed is not in the list, see how to add Variables below.

Once you have selected all the variables, click the button.  This will add the template to the list of templates to use to create the CSV file.

 To Create Variables:

Click the   button to format an existing variable or create a formula variable.  See How to Create a Simple Data Extraction Variable.

 To modify an existing template

Click the find the template to be modified in the list.  

Click the button. Make the necessary changes and click the    button.

 To copy an existing template:

Select the template to be copied from the drop down template list.

Click the button to display the Copy Template Name screen.

Enter the name of the new Template and click the button.   Make any changes to the template.

 To Delete a Template

Click the  to find the template to be deleted in the list.  

Click the button.

See Simple Data Extraction in batch processes for instruction on how to create the CSV file.