Export Data

There are four different types of data export in Codejig ERP:

• Generic Export
• Export on listing pages
• Full export of selected positions on the listing page
• Export of rows on the listing page

Generic Export allows you to export documents and records of different types at the same time.

You are able to export Registers, Directories, and Documents. All three data classes are organized into the tree structure, that you are able to unfold (extend) and fold according to your preferences. When you choose at least one position in one of the components, a box next to it will change its color.

To perform Generic data export:

1. At the Codejig ERP Main menu click the Export/Import component.

A tab for Export will open.

2. In the tree structure choose data classes that you want to export.

In case of exporting one data class, you will receive an Excel file; in case of exporting more than one data class, they will be archived into one *.zip archive.

3. After choosing the required classes, click the Export button.

Export on listing pages allows you to export the entire number of positions that compose it, into Excel file.

To perform the data export on the listing page:

1. From the Codejig ERP Main menu go to a listing page that has to be exported.

2. On the chosen listing page, click the drop-down arrow in the toolbar and choose Export in the action menu.

The exported file will have the complete amount of information of each journal, directory or document, all embedded collections and will have built-in internal links between exported Excel files.

To check the connection between Excel file entities, press the Ctrl button and click on the entity that is highlighted in grey. Click will take you to the connected entity in the file or in another exported file if any.

Full export of selected positions on the listing page performs the export of certain rows to Excel file. Information in rows will be represented in the view of a listing page table, with additional information exported in the same manner, as for the Export on listing page.

To perform the full data export of the listing page selected positions:

1. From the Codejig ERP Main menu go to a listing page that contains the positions to be exported.

For example, Main menu – Purchases module – Purchase invoice.

2. On the chosen listing page, select positions that you want to export (one or multiple).

3. Click the Selected button and then click Full export to Excel. 

Export of rows on the listing page performs the export of certain rows to Excel file in the shortened format comparing to other types of data export. Information in rows will be displayed with the view of the listing page table, as in extended mode.

To perform the data export of particular rows on the listing page:

1. From the Codejig ERP Main menu go to a listing page that contains the positions to be exported.

For example, Main menu – Purchases module – Purchase invoice.

2. On the chosen listing page, select positions that you desire to export (one or multiple).

3. Click the Selected button and then click Export to Excel.

More information