Summary

The Export Extended Budgeting process is used to export an entire budget to an MS Excel spreadsheet or a .csv file.

Step by Step

1     Open the Export Extended Budgeting window (EB> Utilities> Export Extended Budgeting).

2     Complete the Export Settings section.

• Click the Revision field label to open the Revision Selection window.
  • The Revision Selection window will display all of the extended budgeting revisions that have been created in the database. You can filter the list by entering any combination of revision year, revision type and revision number in the Search Criteria section.
    • Click the Year field label to open the Year Selection window. Here you will have access to all budget years, both active and inactive, that have been created in the database. Click any of these budget years to populate the Year field in the Revision Selection window.
    • Click the Type field label to open the Type Selection window. Here you will have access to all budget types that have been created in the database. Click any of these budget types to populate the Type field in the Revision Selection window.
    • To filter the search by revision number, enter a revision number in the Revision field.
    • Check the Include inactive years toggle to include both active and inactive revision years in the search results.
  • Highlight a revision in the lower section of the window and click the Confirm icon or press ENTER to select the highlighted revision and place it in the Revision field.
• Select the export Type from the drop-down menu.
  • The Summary export will include the Entry Name, Account numbers, Aggregate Account Description, Aggregate Amount and Budget Period.
  • The Detail export will include everything in the Summary export and will also display non-aggregated amount details and descriptions for each entry.
• Click the File Location field label to open the Select Export File window.
  • Enter the export file location or browse to the specific file.
• Click the Confirm icon to export the data.