Export 5173

Export period costs

The Export period costs is for exporting periodic billing data directly to file.

Export Content

The following information is displayed in the export:

Start period
End period
Period
Node
Organization group
Object
Person
Info
Object type
Type of cost
Cost description
Category
Account
Count
Amount
Unit
Content type
Cost
Currency

Selection

1. Select a main group
2. Define an interval:
   1. Enter a start period
   2. Enter an end period
3. Enter a file name
4. Select an export format (excel, tab, comma, semi colon or pipe)
5. Check include header row if you want to include header row at the top of the export
6. Click on export data

   • The file is exported and saved in Pro 9

Note: The file has been exported, not sent. Sending the file is a separate task.

How to - Browse Previous Export Files and Delete Exports

In the history tab, you can open the export file and delete a previously made export

• Read more about how to open the export file and delete a previously made export.

How to - Send Export File via FTP

1. Click on one of the exports
2. Click browse export files in the Links menu
3. Review the file contents by clicking on show
4. Click on FTP in the send with FTP column to the right of the file you want to send

   • A frame with the FTP settings is shown

5. Select one of the preset FTP connections in the choose FTP connection menu

   • The address in server is automatically updated

6. If you want to choose a different location for the exported file, edit the field path
7. If you would like to rename the file on the remote site, enter the new name in the field rename the file to
8. Click on send

   • The file is sent

How to - Add, Edit or Delete FTP Connections

• Read more about how to manage the FTP settings