Export Data

Use the Export utility to extract data from an XBO module and export the data into a file in accordance with specified settings.

The XBO modules from which data can be exported include:

Export Cash Sheet Form Overview

1	Stores / Dates	Select stores and/or store groups and the business week for the data export.
2	Search Stores	Look for a specific store based on Store # or Store Name.
3	Week to Date	Type the starting and ending dates or select the calendar icon to open the period / date picker.
4	Export	From the dropdown, select the module data to export.
5	Cash Sheet Export File	Type a name for the data export file, including the file name extension (for example: Cash.csv).
6	Update Defaults	Toggle Yes to update the default Export Cash Sheet - File Name option with the Cash Sheet Export File value defined above. Toggle No to NOT update the default Export Cash Sheet- File Name option.
7	Export Cash Sheet	Select Export Cash Sheet to launch the data export process.

Export Cash Sheet

To export Cash Sheet data:

From the Stores / Dates field in the upper-left of the Export screen, select the stores and/or store groups.
In the Week to Date field, type the starting and ending dates - OR - select the calendar icon to open the period / date picker.
From the Export dropdown, select Cash Sheet.
In the Cash Sheet Export File field, type a file name for the data export file, including the file extension (e.g.: Cash.csv).
Toggle Update Defaults to the desired value:
- Toggle Yes to update the default Export Cash Sheet- File Name option with the Cash Sheet Export File value defined above.
- Toggle No to NOT update the default Export Cash Sheet- File Name option.
From the upper-right of the Export screen, select Export Cash Sheet.

Export Employees Form Overview

1	Stores / Dates	Select stores and/or store groups and the business week for the data export.
2	Search Stores	Look for a specific store based on Store # or Store Name.
3	Week to Date	Type the starting and ending dates or select the calendar icon to open the period / date picker.
4	Export	From the dropdown, select the module data to export.
5	Employee Export File	Type a name for the data export file, including the file name extension (for example: Cash.csv).
6	Employees Export Format	From the dropdown, select the format of the employees data export.
7	Employee Status	Select the status of the employees to export: All - Export data for all employees. Active Employees - Only export data of active employees. Inactive Employees - Only export data of inactive employees. Terminated Employees - Only export data of terminated employees. Note: All is selected by default.
8	Changed Employees Only	Toggle Yes to export only employee day that was updated within the time period selected in the Week to Date field.
9	Update Defaults	Toggle Yes to update the default Export Cash Sheet - File Name option with the Cash Sheet Export File value defined above. Toggle No to NOT update the default Export Cash Sheet- File Name option.
10	Export Cash Sheet	Select Export Cash Sheet to launch the data export process.

Export Employees

To export Employees data:

From the Stores / Dates field in the upper-left of the Export screen, select the stores and/or store groups.
In the Week to Date field, type the starting and ending dates - OR - select the calendar icon to open the period / date picker.
From the Export dropdown, select Employees.
In the Employee Export File field, type a file name for the data export file, including the file extension.
From the Employee Export Format dropdown, select the type of format.
From the Employee Status dropdown, select the desired status of the employee.
Toggle Changed Employees Only to the desired value:
- Toggle Yes to export only employees that had changes on the day that was updated within the time period selected in the Week to Date field.
- Toggle No to export all employee data.
Toggle Update Defaults to the desired value:
- Toggle Yes to update the default Export Employee - File Name option with the Employee Export File value defined above.
- Toggle No to NOT update the default Export Employee - File Name option.
From the upper-right of the Export screen, select Export Employees.

Export Inventory Form Overview

1	Stores / Dates	Select stores and/or store groups and the business week for the data export.
2	Search Stores	Look for a specific store based on Store # or Store Name.
3	Week to Date	Type the starting and ending dates or select the calendar icon to open the period / date picker.
4	Export	From the dropdown, select the module data to export.
5	Inventory Export File	Type a name for the data export file, including the file name extension (for example: Inventory.csv).
6	Summarize By G/L Accounts	Toggle Yes to summarize the inventory items by their respective General Ledger Account. Toggle No to NOT summarize the inventory items by their respective General Ledger Account.
7	Update Defaults	Toggle Yes to update the default Export Inventory - File Name option with the Inventory Export File value defined above. Toggle No to NOT update the default Export Inventory - File Name option.
8	Export Inventory	Select Export Inventory to launch the data export process.

Export Inventory

To export Inventory data:

From the Stores / Dates field in the upper-left of the Export screen, select the stores and/or store groups.
In the Week to Date field, type the starting and ending dates - OR - select the calendar icon to open the period / date picker.
From the Export dropdown, select Inventory.
In the Inventory Export File field, type a file name for the data export file, including the file extension (e.g.: Inventory.csv).
Toggle Summarize By G/L Accounts to the desired value:
- Toggle Yes to summarize the inventory items by their respective General Ledger Account.
- Toggle No to NOT summarize the inventory items by their respective General Ledger Account.
Toggle Update Defaults to the desired value:
- Toggle Yes to update the default Export inventory - File Name option with the Inventory Export File value defined above.
- Toggle No to NOT update the default Export Inventory - File Name option.
From the upper-right of the Export screen, select Export Inventory.

Export Menu Analysis Form Overview

1	Stores / Dates	Select stores and/or store groups and the business week for the data export.
2	Search Stores	Look for a specific store based on Store # or Store Name.
3	Week to Date	Type the starting and ending dates or select the calendar icon to open the period / date picker.
4	Export	From the dropdown, select the module data to export.
5	Menu Analysis Export File	Type a name for the data export file, including the file name extension (e.g.: Menu.csv).
6	Update Defaults	Toggle Yes to update the default Export Menu Analysis - File Name option with the Menu Analysis Export File value defined above. Toggle No to NOT update the default Export Menu Analysis - File Name option.
7	Export Menu Analysis	Select Export Menu Analysis to launch the data export process.

Export Menu Analysis

To export Menu Analysis data:

From the Stores / Dates field in the upper-left of the Export screen, select the stores and/or store groups.
In the Week to Date field, type the starting and ending dates - OR - select the calendar icon to open the period / date picker.
From the Export dropdown, select Menu Analysis.
In the Menu Analysis Export File field, type a file name for the data export file, including the file extension (e.g.: Menu Analysis.csv).
Toggle Update Defaults to the desired value:
- Toggle Yes to update the default Export Menu Analysis - File Name option with the Menu Analysis Export File value defined above.
- Toggle No to NOT update the default Export Menu Analysis - File Name option.
From the upper-right of the Export screen, select Export Menu Analysis.

Export Menu Items Form Overview

1	Stores / Dates	Select stores and/or store groups and the business week for the data export.
2	Search Stores	Look for a specific store based on Store # or Store Name.
3	Week to Date	Type the starting and ending dates or select the calendar icon to open the period / date picker.
4	Export	From the dropdown, select the module data to export.
5	Menu Items Export File	Type a name for the data export file, including the file name extension (for example: Menu Items.csv).
6	Update Defaults	Toggle Yes to update the default Export Menu Items - File Name option with the Menu Items Export File value defined above. Toggle No to NOT update the default Export Menu Items - File Name option.
7	Export Menu Items	Select Export Menu Items to launch the data export process.

Export Menu Items

To export Menu Items data:

From the Stores / Dates field in the upper-left of the Export screen, select the stores and/or store groups.
In the Week to Date field, type the starting and ending dates - OR - select the calendar icon to open the period / date picker.
From the Export dropdown, select Menu Items.
In the Menu Items Export File field, type a file name for the data export file, including the file extension (e.g.: Menu Items.csv).
Toggle Update Defaults to the desired value:
- Toggle Yes to update the default Export Menu Items- File Name option with the Menu Items Export File value defined above.
- Toggle No to NOT update the default Export Menu Items - File Name option.
From the upper-right of the Export screen, select Export Menu Items.

Export Payroll Form Overview

1	Stores / Dates	Select stores and/or store groups and the business week for the data export.
2	Search Stores	Look for a specific store based on Store # or Store Name.
3	Week to Date	Type the starting and ending dates or select the calendar icon to open the period / date picker.
4	Export	From the dropdown, select the module data to export.
5	Payroll Export File	Type a name for the data export file, including the file name extension (e.g.: Hours.csv).
6	Update Defaults	Toggle Yes to update the default Export Payroll - File Name option with the Payroll Export File value defined above. Toggle No to NOT update the default Export Payroll - File Name option.
7	Export Payroll	Select Export Payroll to launch the data export process.

Export Payroll

To export Payroll data:

From the Stores / Dates field in the upper-left of the Export screen, select the stores and/or store groups.
In the Week to Date field, type the starting and ending dates - OR - select the calendar icon to open the period / date picker.
From the Export dropdown, select Payroll.
In the Payroll Export File field, type a file name for the data export file, including the file extension (e.g.: Hours.csv).
Toggle Update Defaults to the desired value:
- Toggle Yes to update the default Export Payroll - File Name option with the Payroll Export File value defined above.
- Toggle No to NOT update the default Export Payroll - File Name option.
From the upper-right of the Export screen, select Export Payroll.

Export Product Mix Form Overview

1	Stores / Dates	Select stores and/or store groups and the business week for the data export.
2	Search Stores	Look for a specific store based on Store # or Store Name.
3	Week to Date	Type the starting and ending dates or select the calendar icon to open the period / date picker.
4	Export	From the dropdown, select the module data to export.
5	Product Mix Export File	Type a name for the data export file, including the file name extension (for example: Product Mix.csv).
6	Summarize Points of Purchases	Toggle Yes to include a summary of the purchase points in the export file. Toggle No to NOT include a summary of the purchase points in the export file.
7	Update Defaults	Toggle Yes to update the default Export Product Mix - File Name option with the Product Mix Export File value defined above. Toggle No to NOT update the default Export Product Mix - File Name option.
8	Export Product Mix	Select Export Product Mix to launch the data export process.

Export Product Mix

To export Product Mix data:

From the Stores / Dates field in the upper-left of the Export screen, select the stores and/or store groups.
In the Week to Date field, type the starting and ending dates - OR - select the calendar icon to open the period / date picker.
From the Export dropdown, select Product Mix.
In the Product Mix Export File field, type a file name for the data export file, including the file extension (e.g.: Product Mix.csv).
Toggle Summarize Points of Purchases to the desired value:
- Toggle Yes to include a summary of the purchase points in the export file.
- Toggle No to NOT include a summary of the purchase points in the export file.
Toggle Update Defaults to the desired value:
- Toggle Yes to update the default Export Product Mix- File Name option with the Product Mix Export File value defined above.
- Toggle No to NOT update the default Export Product Mix - File Name option.
From the upper-right of the Export screen, select Export Product Mix.

Export Purchases Form Overview

1	Stores / Dates	Select stores and/or store groups and the business week for the data export.
2	Search Stores	Look for a specific store based on Store # or Store Name.
3	Week to Date	Type the starting and ending dates or select the calendar icon to open the period / date picker.
4	Export	From the dropdown, select the module data to export.
5	Format	From the dropdown, select the format of the data export.
6	Filename	Type a name for the data export file, including the file name extension (e.g.: Purchases.csv).
7	ReExport	Toggle Yes to export a past Purchase data export. Toggle No to export a past Purchase data export.
8	Summarize	Toggle Yes to add a summary to the Purchase data export. Toggle No to NOT add a summary to the Purchase data export.
9	Update Defaults	Toggle Yes to update the default Export Payroll - File Name option with the Payroll Export File value defined above. Toggle No to NOT update the default Export Payroll - File Name option.
10	Export	Select the type of purchases to add to the export file. All - Adds all the data types. eInvoices Only - Adds data for only the eInvoice type. eInvoice Adjustments Only - Adds data of only Adjustments to eInvoces. eInvoices and Adjustments - Adds data for both the eInvoice and Adjustment types. Unapproved eInvoices Only - Adds data of only unapproved eInvoices.
11	Vendors Search	Look for a Vendors based on vendor name.
12	Export Purchases	Select Export Purchases to launch the data export process.

Export Purchases

To export Menu Analysis data:

From the Stores / Dates field in the upper-left of the Export screen, select the stores and/or store groups.
In the Week to Date field, type the starting and ending dates - OR - select the calendar icon to open the period / date picker.
From the Export dropdown, select Purchases.
From the Format dropdown, select either Generic or Intacct.
In the Filename field, type a file name for the data export file, including the file extension.
Toggle ReExport to the desired value:
- Toggle Yes to export Purchase data of previously exported purchases.
- Toggle No to NOT export Purchase data of previously exported purchases.
Toggle Summarize to the desired value:
- Toggle Yes to summarize the inventory items by their respective Purchase data.
- Toggle No to NOT summarize the inventory items by their respective Purchase data.
Toggle Update Defaults to the desired value:
- Toggle Yes to update the default Export inventory - File Name option with the Inventory Export File value defined above.
- Toggle No to NOT update the default Export Inventory - File Name option.
From the Export section, select the desired value from the following:
- All
- eInvoices Only
- eInvoice Adjustments Only
- eInvoices and Adjustments
- Unapproved Invoices Only
From the Export Purchases Search, enter the name for the desired Vendor.
From the List of Vendors, select the desired Vendor(s).
From the upper-right of the Export Purchases screen, select Export Purchases.

Export Users Form Overview

1	Stores / Dates	Select stores and/or store groups and the business week for the data export.
2	Search Stores	Look for a specific store based on Store # or Store Name.
3	Week to Date	Type the starting and ending dates or select the calendar icon to open the period / date picker.
4	Export	From the dropdown, select the module data to export.
5	Users Export File	Type a name for the data export file, including the file name extension (for example: Cash.csv).
6	Active Users Only	Toggle Yes to export only active users. Toggle No to export all data of all users.
7	Export Users	Select Export Users to launch the data export process.

Export Users

To export Users data:

From the Stores / Dates field in the upper-left of the Export screen, select the stores and/or store groups.
In the Week to Date field, type the starting and ending dates - OR - select the calendar icon to open the period / date picker.
From the Export dropdown, select Users.
In the Users Export File field, type a file name for the data export file, including the file extension.
Toggle Active Users Only to the desired value:
- Toggle Yes to export only active users.
- Toggle No to export all data of all users.
From the upper-right of the Export screen, select Export Users.

Export Time Punches Form Overview

1	Stores / Dates	Select stores and/or store groups and the business week for the data export.
2	Search Stores	Look for a specific store based on Store # or Store Name.
3	Week to Date	Type the starting and ending dates or select the calendar icon to open the period / date picker.
5	Export Time Punches	Select Export Time Punches to launch the data export process.
4	Export	From the dropdown, select the module data to export.
6	Update Defaults	Toggle Yes to update the default Export Time Punches- File Name option with the Time Punches Export File value defined above. Toggle No to NOT update the default Export Time Punches - File Name option.
7	Time Punches Export File	Type a name for the data export file, including the file name extension (for example: Time Punches.csv).

Export Time Punches

To export Time Punches data:

From the Stores / Dates field in the upper-left of the Export screen, select the stores and/or store groups.
In the Week to Date field, type the starting and ending dates - OR - select the calendar icon to open the period / date picker.
From the Export dropdown, select Time Punches.
In the Time Punches Export File field, type a file name for the data export file, including the file extension (e.g.: Time Punches.csv).
Toggle Update Defaults to the desired value:
- Toggle Yes to update the default Export Time Punches- File Name option with the Time Punches Export File value defined above.
- Toggle No to NOT update the default Export Time Punches- File Name option.
From the upper-right of the Export screen, select Export Time Punches.

Export Transaction Level Detail Form (TLD) Overview

1	Stores / Dates	Select stores and/or store groups and the business week for the data export.
2	Search Stores	Look for a specific store based on Store # or Store Name.
3	Week to Date	Type the starting and ending dates or select the calendar icon to open the period / date picker.
4	Export	From the dropdown, select the module data to export.
5	TDL Export File	Type a name for the data export file, including the file name extension (for example: TDL.csv).
6	Update Defaults	Toggle Yes to update the default Export TDL - File Name option with the TDL Export File value defined above. Toggle No to NOT update the default Export TDL - File Name option.
7	Export TDL	Select Export TDL to launch the data export process.

Export Transaction Level Detail (TLD)

To export Transaction Level Detail (TLD) data:

From the Stores / Dates field in the upper-left of the Export screen, select the stores and/or store groups.
In the Week to Date field, type the starting and ending dates - OR - select the calendar icon to open the period / date picker.
From the Export dropdown, select TLD.
In the TLD Export File field, type a file name for the data export file, including the file extension (e.g.: TLD.csv).
Toggle Update Defaults to the desired value:
- Toggle Yes to update the default Export TLD - File Name option with the Export TLD Export File value defined above.
- Toggle No to NOT update the default Export TLD - File Name option.
From the upper-right of the Export screen, select Export TLD.

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