MRI (Export)

MRI Export is located on the Budget Admin General toolbar.

Directions:

1. Click the "MRI" button; the "Export to MRI" window appears:
   • Source
     • Building - Export based on Selected Buildings. Select Portfolio(s) and then, Buildings.
     • Portfolio - Export based on Selected Portfolio. Note: Do not move over buildings when Source = Portfolio; the entire Selected Portfolio will be included in the export.
   • Bud Type - STD
   • Format
     • MDB (Microsoft Access Database)
     • Excel
   • From Account: - To Account: Account range to include in export; defaults to all accounts
   • Start & End -  Date range to include in export
   • Available Portfolios > >> << < Selected Portfolios - Select one
   • Available Buildings > >> << < Selected Buildings - When Source = Building, select from list
   • Status
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 Excel or Microsoft Access database (.mdb) format based upon the selected Format parameter.
3. Next, "Click here to download the file." The user is then prompted to "Open" and/or "Save" the file locally.