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HOW TO EXPORT A DIRECT+ REPORT

One of the benefits of Direct+, the Bank's secure online account-information and transaction service, is that it allows you to customize reports to quickly and easily gather information about specific corporate accounts. You can then export these reports in comma de-limited, ASCII format and import them into Excel to create tailored, printable documents for use within your institution.

To do so, just follow the steps below.

  1. In Direct+, select Info Reporting and then the Special Reports tab.

  2. Double-click on the name of the report you wish to save.

  3. Using the menu at the top of your screen, choose "File" and then select "Save As."

  4. A box will appear. Name the file and set the "Save in" location to be your desktop or elsewhere on your computer or network. Select "Text file (*.txt)" from the dropdown box for "Type." For "Encoding," select "Unicode." The file will be saved with fixed-width fields.

You can now save the file as an Excel file. To do so:

  1. Open the Excel program and, using the menu at the top of your screen, choose "File" and then "Open." Find the file on your computer or network.
  2. ("All Files" must be selected in the "File Type" box in order for you to be able find the file on your computer.)

  3. You will receive an error message that reads, "This file is not a recognizable file.
  4. " Click "OK."

  5. This will bring you to the "Text Import Wizard" box. Select "Delimited" as the "file type that best describes your data" and click "Next." The "Text Import Wizard" screen appears. Select Tab and Comma. Then click "Next".

  6. The next screen shows how the columns will appear and allows you to change their widths/breaks, if necessary. Click "Next."

  7. Click "Finish."

  8. The file can now be saved as an Excel file. Using the menu at the top of your screen, choose "File" and then "Save As." When saving, make sure you change the type from "Text (*.txt)" to "Microsoft Excel Workbook (*.XLS)."

 


 

 

 

 

 
 
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