On the Exports page, click the double arrows beside the export process with the format to set and then click Set format options. The Edit export format screen appears.
Note: You can also click Set format options under Tasks to set the format options from the status page of the export process. For information about the status page, refer to Export Process Status Page.
On the Currency tab, specify the general options, such as the currency symbol and the number of digits after the decimal.
Under Additional options for CSV output, select the digit grouping symbol and the decimal symbol. These format options apply only to CSV output. Output in XLSX format uses the settings on the user's workstation for the digit grouping symbol and the decimal symbol. The Example field displays how currency data appears with the selected options.
Select the Date and Time tab.
Under Date format, Fuzzy date format, and Month/day format, select or enter how the various types of dates should appear in the exported data. The Example field displays how a date appears in the specified format.
The information in the CSV is formatted as specified. For example, if you open the CSV file in a text editor, you can see dates in the date format you specified. However, if you open the CSV file in Excel, Excel tries to recognize what the different fields and values represent and format them according to your system date settings, which may not match the date format you specified.
Note: A “fuzzy date” is an incomplete date. For example, a fuzzy birth date of a constituent may include the month and year, but not the day.
|
Date Specifier |
Description |
Example |
|
d |
Numerical day of the month, single digit |
4 |
|
dd |
Numerical day of the month, double digit |
04 |
|
ddd |
Abbreviated day name |
Tue |
|
dddd |
Full day name |
Tuesday |
|
M |
Numerical month, single digit |
7 |
|
MM |
Numerical month, double digit |
07 |
|
MMM |
Abbreviated month name |
Jul |
|
MMMM |
Full month name |
July |
|
yy |
Year, two digits |
80 |
|
yyyy |
Year, four digits |
1980 |
In the Hour/minute format frame, select how times should appear in the exported data. Select or enter the format from the drop-down list, or enter time specifiers to specify the format. The Example field displays how a time appears in the specified format.
Note: You cannot include seconds or timezone offsets in the format of the exported time data.
|
Date Specifier |
Description |
Example |
|
hh |
Hour, two digits, in a 12-hour cycle |
11 |
|
HH |
Hour, two digits, in a 24-hour cycle |
23 |
|
mm |
Minute, two digits, 00 to 59 |
17 |
|
tt |
Ante meridiem (AM) or post meridiem (PM) |
PM |
Select the Export tab.
The Line break character field allows you to select the line break option for your output. This determines how the output separates lines and can be helpful if the default format does not work for your needs. If you have problems when you use the output with a third-party program such as Microsoft Word, change the line break character options and run the process again. Different software programs may expect line break options to follow line feed breaks (LF), carriage return breaks (CR), or both (CR+LF). If you do not know what format your software program requires, you might need to test by trying each option. This field defaults to the line feed (LF) option.
Click Save. You return to the Exports page.