Frequently Asked Questions 003

Frequently Asked Questions

Product: Personnel Manager

Version: Single/Multi User

Code: PMFAQ003

Title: How to export a Personnel Manager report to Excel

Q: I have created a report in Personnel Manager but I would like to export the information to Microsoft Excel.

A: This can be done as listed below:

Open the report that you want to export

From the file menu select ‘Export’

You will then see the screen opposite

First, you need to select the file type as ‘ASCII Delimited File (*.TXT)’

Then, enter a name and location for the file to be saved. Ensure you note the location of the file, as you will need to locate it for importing into Excel.

You can now close the report in Personnel Manager and open Microsoft Excel.

In Excel from the file menu select Open

Here you need to change the ‘files of type’ to Text Files and locate the file you saved in Personnel Manager. Next, click on Open.

You will now have the Excel text import wizard (Step 1 of 3). Ensure the Delimited box is checked.

Now, you need to specify what delimiters are used, set this the same as shown below.

Finally, you need to format the rows of data that are being imported. For example if you have a date field highlight the column and set the ‘Column data format’ to date. See Step 3 of 3 on page two.

Now all you need to do is click on the ‘Finish’ button to complete the import. This will then open an Excel sheet containing the information from the report.

Department	Category	Reason	Post Name	Start Date	End Date	Days Lost	Total Cost
Administration	Holiday	Annual Holidays	Miss S J Dibbens	08/05/1995	13/05/1995	6	£ 231.00
Administration	Holiday	Annual Holidays	Miss J Difazio	08/05/1995	11/05/1995	4	£ 194.60
Administration	Holiday	Annual Leave	Miss J Difazio	02/02/1998	05/02/1998	4	£ 194.60

For further information on saving this as an Excel file, see Microsoft help ‘Open a file from another program and save it as a Microsoft Excel workbook’

Vizual Business Tools Customer Support is constantly looking to improve its services and would therefore appreciate any comments you might have concerning this FAQ sheet.

Please complete this short questionnaire and return to:

Customer Support Services,

Vizual Business Tools Ltd.

Fax: 01934 418203

Email: Support@VisualPersonnel.co.uk Internet: www.VisualPersonnel.co.uk

FAQ Sheet Code PMFAQ003:

o Very useful & easy to follow o Too technical

o More technical detail needed o Other (Please comment below)