Exporting Payment and Productivity Tracking Data

Use this procedure to export specific data fields from the Payment and Productivity Tracking page to a Microsoft Excel® worksheet or to text.

Procedure

1. Access the Payment and Productivity Tracking - Export page.
   1. Select Go To > Account Research > Payment and Productivity Tracking. The Payment and Productivity Tracking page opens.
   2. Select Create Worklist from the Task list.
   3. Specify other selection criteria and click Display. The Payment and Productivity Tracking worklist opens. For more information about selection criteria, refer to Specify Payment and Productivity Tracking Criteria.
   4. Select an Export option in the drop-down list.
   5. Select the Include Header check box if you want to include a header with the exported file.
   6. Click Export.
      • If you selected All Fields to Excel, the export begins immediately; skip to Step 5.
      • If you selected Selected Fields to Excel, continue on to Step 2.
      • If you selected All Fields to Text, the data is immediately exported to a text file, which you can review and save.

        The Payment and Productivity Tracking - Export page opens.

        Note: This page is used only when specific data fields must be exported to Microsoft Excel®.

2. Select the fields you want to export by selecting the check boxes in the Select column. To select every field, click the Select All check box.
3. Click Export.

   The File Download dialog box opens.

4. Click Save. The Save As window opens.
5. Complete the information and click Save. The Download Complete window opens.
6. Click Close. If a blank Web page opens, close the page.