Navigation: Analysis / Export Definition Wizard

1. Select Analysis from the DirectLine main menu.
2. Select Export Definition Wizard.

You have the choice of creating a new report, revising a current report, or deleting a report.  This user guide takes you through the steps to create a new report.

3. Select New if not already toggled.
4. Select Next.

This screen includes all DirectLine tables you could select from.  Megamation has created a single table with all asset fields collected from the various tables.

5. Select ASSET_MASTER.
6. Select Next.

The next screen will not yet display any fields when you are constructing a new extract report. You will add the needed fields here.

7. Select Add.

All available fields will display.  If they don't appear in alphabetical order:

8. Select Dictionary Name.
9. Select the field names you want in the export results as well as any fields you want to sort or filter your extract.
10. Select OK when ready.  You can continue adding fields as needed.

Your selected fields are displayed as you collect them.

11. Use Add or Remove as needed.
12. use the Up/Down arrows to reposition the fields as needed.
13. Select Next when ready to continue.

The next screen gives you the option to calculate totals on a selected field. You can total up to three fields.

14. Select any fields you'd like to total. (This example doesn't include any fields that could be totalled so it's blank)
15. Select Next to continue.

The next screen gives you sorting options.  You can select up to 8 fields to sort your results.

16. Check the boxes you want to include as sorting options.
17. Select Next when satisfied.

The next screen gives you up to 8 fields for filtering your extract results.

18. Select the fields you'd like available for filtering.
19. Select Next when satisfied.

The next screen gives you choices to set up defaults. It includes Sorting and Searching criteria.

20. Start with Set Default Sort Criteria.

You can select up to 4 default sorting options.

21. Select your default sorting options.
22. Select OK to continue.

This returns you to the screen for selecting default values.

23. Select Set Default Search Criteria.

This screen gives you choices to select default search values.

24. Make your choices.
25. Select OK to continue.

26. Select Next to continue.

27. Create a name for your export.
28. Create a description of  this export to help you remember what it contains, how it will be used, etc.
29. Use the drop-down list in MPC Module to select the area you want to store the extract report.
30. Select Finished.

You will be returned to the DirectLine home screen.