Export To

 

The Export To option is available through many right-click menus throughout MoversSuite. It allows you to save and view grid data through an external application, such as Microsoft Excel, from which the exported data can be updated and easily shared with others.

 

Figure 21: Right-click options within Order History

 

The Export Selection To options performs the same function as the Export To but only exports the records highlighted in the grid.

 

The options available through the Export To and Export Selection To right-click selections are described as follows:

 

Excel

Saves the grid data as an Excel Workbook file type and immediately opens the file for viewing through Microsoft Excel 2007 or later version. The document saves to a temporary directory with a filename that begins with the letters “mss” and an extension of “.xlsx”. This file can be updated using Excel and saved, printed, or emailed as needed.

 

HTML

Opens the grid data for viewing through the default web browser on your system, such as Microsoft Internet Explorer or Google Chrome. The data is also saved to a file in a temporary directory on your system. The saved file begins with the letters “mss” and contains the file extension of “.html”.

 

Save As Other Types

Opens the Save Grid to File dialog allowing you to save the file in one of six formats and then, once a selection is a made, opens the file in the application associated to the selected type. By default, the application saves the file as an Excel Workbook type (.xlsx) with a filename beginning with the letters “mss”.

 

Once you select either Excel or HTMLoption, the application automatically opens the file for viewing. The following is an example of data exported from the Order History screen utilizing the Excel option. This information can be reformatted, saved to a different file name, printed, etc.

 

Figure 22: Sample Excel option data

 

If you choose the Save As Other Types option, you then have additional saving options available to you through the Save Grid to File dialog.

 

 

Data Grids Featuring Export To and Export Selection To

 

You can access the Export To and Export Selection To features through right-click menus within the following data grids:

 

Module

 

Grid

Available Options

AR Collections Inquiry

Main work grid

Export To and Export Selection To

AR Credit & Collections

AR Detail

Export To

Claims

Main work grid

Export To

Comdata Advance/Payment Processing

Main work grid

Export To Excel, Export to HTML

Container Management

Main work grid

Export To

Container Information (History tab)

Export To

Dynamics GP Order Inquiry

Distribution

Export To

Document

Export To

Job Costing

Compare Orders

Export To and Export Selection To

Single Order

Export To and Export Selection To

Local Dispatch

Dispatch Center

Export To

Long Distance Dispatch

Current Driver Activity

Export To

Orders

Export To

Local Services

Main work grid

Export To

Order History

Main work grid

Export To and Export Selection To

 

 

RELATED TOPIC:

Data Grids

Export Selection To