JDE (Export)

Located on the Budget Admin General toolbar, JDE Export allows users to export to Excel or MDB across single or multiple accounts over multiple years.

Directions:

1. Click the "JDE" button; the window appears:
   • Source
     • Building - Export based on Selected Buildings (a subset of the Selected Portfolios). Select Portfolio(s) and then, Buildings.
     • Portfolio - Export based on Selected Portfolio. When Source = Portfolio, do not move over buildings; the export will include all buildings in the Selected Portfolios.
   • Export Type - Excel (.xlsx), MDB (.mdb)
   • Start & End - Manually enter dates or use the calendar icon to assist.
   • Book
   • Available Portfolios > >> << < Selected Portfolios - "Available" field lists all Portfolios assigned to the current user. Export/query will include all buildings in the Selected Portfolios.
   • Available Buildings > >> << < Selected Buildings - "Available" field lists all buildings included in the "Selected." Only assign "Selected Buildings" when Source = Building.
   • Available Accounts > >> << < Selected Accounts - Lists all accounts from the Chart of Accounts whose Status = Active & Inactive. Export/query will include "Selected."
2. Enter applicable detail and click "Begin Export." In the Status field, the application will cycle through all of the necessary tables: Generating file, please wait. When finished, the user can download the file in either an Excel (.xlsx) format or an open Argus database (.mdb - Microsoft Access database) based upon the selected Export Type parameter.
3. Next, "Click here to download the file." The user is then prompted to "Open" and/or "Save" the file locally.