Equus Platform includes a mechanism of generating formatted data files that can be human-readable, or used for imports for other systems. The export system can be configured to export any data in the system, and to allow any number of arbitrary inputs. Encrypted data fields are automatically decrypted (provided the user running the report has decryption rights), and the output can optionally be processed with an XSL transform file or flat file.
XSL Transform - Available from the export link or the Run Export button when an XSL transform is uploaded. This functionality runs the report to XML and then transforms it via the entered XSL into a new Windows browser window. XSL is a technical tool for integrating systems.
Flat File – Used for payroll feeds in the compensation payroll reporting process and for the User Reports used in Advanced Automation feature using quick workflows.
CSV File - Information separated by commas if opened up in a notepad. Used as a simple and lightweight way to export data compared to Excel files.
To configure the User Report to create an export, click the Export Tab on the User Report.
Export Type: The export type determines which type of export will be created and will present further dropdown options when chosen. Choose from 'Flat File', 'Xsl Transform' or 'CSV File'
Flat File Delimiter: The character specified here will be used to delimit the fields in the export file created. When 'CSV File' is selected as the Export Type, the Flat File Delimiter is auto-populated with a comma ','.
Header Row?: Include the header row in the export data when checkbox is marked. Exclude the row when checkbox is unmarked.
When 'Flat File' on 'CSV File' is selected as the Export Type, additional data fields will appear:
Custom Header and Footer: (only seen when the Export Type of Flat File or CSV File is selected) Text that should appear on the header and/or footer record of the export should be entered here exactly as it should appear on the exported report. In addition to text, the header and footer fields also support the following functions:
Sum(Column Caption) – Displays the sum of a specified column. The column must be specified using its caption.
Count() – Displays a count of all records in the export.
GetDate() – Displays the current date/time.
Format() – Used to format the results from a Sum or GetDate function call.
Column Formatting
Each column can be further formatted and specified in the export report by Format, Fixed Length, Pad Justification, Pad Character and Default Value.
When 'Xsl Transform' is selected as the Export Type, the XSL File field will appear allowing a file to be selected and uploaded.
