Changing export template details

Name of the raw data element or field in the database tables that can be included in the export, as selected from a predefined list.

To allow the user to define a new field/column that is not in the database, select User Defined.

Header Text

Text

The first line of the export template. This will only appear as header text if the option to Include Header Detail is selected.

If this option is not selected, the first line of the export template will be the first line of data.

Text

Text

If you have selected User Defined from the Contents dropdown list, define the name of the new field/column value here.

Prefix

Text

To add text to the beginning of this data when it is exported, enter it here.

The prefix text that you enter will be appended to the beginning of the data with no space in between.

Suffix

Text

To add text to the end of this data when it is exported, enter it here.

The suffix text that you enter will be appended to the end of the data with no space in between.

If you have selected User Defined from the Contents dropdown list, ACTIVE Net can prompt for the value at the time of generating the export.

For example: You can choose to prompt for and record the name of the person running the export or the day the export was run.

The order in which the columns are outputted.

Entries with the same column order number will be outputted in the order they were entered when creating the export template.

Option to show all numbers as positive. 

This is commonly used to switch credit and debit values from ACTIVE Net by creating a leading or ending minus sign to show negative value in a separate field.

Choice of operator to apply to Contents.

Includes Math Operations and Left or Right subset options.

Number to complete the operation started with the math operator.

One common example is to multiply a number by 100 to eliminate decimals.

Also used to define the number of characters to print using left, right or subset strings.

Character to print before and after Contents.

Typically this is a " to deal with comma delimited export templates, or it is left blank.

Enter a numbering format. This affects the date and time, and numeric fields.

You can enter the name for a standard template:

• "converttohex" - Convert the number to an integer value, but display as a hexadecimal value (e.g. 16.6 displays as 11).

• "general number" - Use for any number.

• "currency" - Use to display monetary amounts (e.g. $100).

• "percent" - Use to display percentages e.g. (20%).

• "fixed"- Same as "general number".

• "standard" - Same as "general number".

• "phone number" - Use to display a phone number with the area code and extension (e.g. "(###)###-#### x###").

• "starts with "(###)" - Use to display a phone number with the three-digit area code first.

Alternatively, you can enter a custom format using any combination of the following characters:

• 0 - A digit or lead zeroes.

• # - A digit or nothing at all. There is no pattern character to provide lead spaces for creating a fixed length pattern.

• . - A decimal point.

Note: The actual character displayed is location-specific (for example, a period in North America, but a comma in Europe).

• , - Use a comma to group digits (e.g. 1,000,000).

Note: The actual character displayed is location-specific (for example, a comma in North America, but a period in Europe).

• E - Exponent separator.

• ' Use a single quote  to surround decorative characters, including embedded spaces. e.g. "'$'###,##0.00".

• ; Use a semicolon  to separate the pattern for positive numbers from the pattern for negative numbers.

• % - Use a percentage to display a ratio as a percentage. For example, "##0.0%", multiplies the displayed value by 100 and displays a decorative trailing %.

For date formats:

For example, for November 26th, 2009:

• mmddyy would return 112609

• mmmddyyyy would return Nov262009

Trim Rules

Dropdown list

Trim rules determine how values are formatted when you create the financial export.

For example: If a string="     abc     "

• No Trim: Selecting this option means all the spaces should be left in the string. The string="     abc     ".

• Left Trim: Selecting this option means spaces to the left of the string should be deleted. The string="abc     ".

• Right Trim: Selecting this option means spaces to the right of the string should be deleted. The string="     abc".

• All Trim: Selecting this option means all the spaces in the string should be deleted. The string="abc".

If a field length is ten character spaces, for example "abcdefghij", and you just enter four character spaces "abcd", then:

• Left Pad Zeros: Selecting this option means to pad the field with zeros on the left. For example: "000000abcd".

• Right Pad Zeros: Selecting this option means to pad the field with zeros on the right. For example: "abcd000000".

• Left Pad Spaces: Selecting this option means to pad the field with blank spaces on the left. For example: "      abcd".

• Right Pad Spaces: Selecting this option means to pad the field with blank spaces on the right. For example: "abcd      ".

Custom Question

Dropdown list

Custom question, as selected from a predefined list.

This field will only appear if one of the following choices is selected from the above Contents field:

• Account Creation Question Answer

• Account Creation Answer Code

• Transaction Question Answer

• Transaction Answer Code

Name Format

Dropdown list

Select the order to display first and last names for columns that include a full name.

Increment Details

(enabled only if User Defined is selected in the Contents field)

Increment Column

Checkbox

Option to automatically set the value of the column for each record exported, starting with the Increment Start value for the first record, and incrementing the value for each succeeding record by the Increment Step value.

For example, the first record exported may be assigned the value of 100, and with an Increment Step value of 1, the next exported records will have the values of 101, 102, and so on.

Increment Start

Numeric

The initial value of the column that will be assigned to the first record exported.

Increment Step

Numeric

The value to add to the column for each succeeding record exported.