Empower Retirement



General Reporting FAQsQ: How do I save a report to my desktop?A: When your requested report completes, the results are displayed in a new window with formatted text and graphics. In the tool bar along the top of the screen, locate the “diskette” export icon at the far-left just above the words “Main Report”.(Export Icon =)Clicking on this icon will open an “Export” window containing a drop-down list of available formats, i.e. Excel or PDF. Choose a format and click on the “Export” box in the lower-right corner. A pop-up box will ask you to either “Open” or “Save” the file:Clicking “Save” will prompt you to select where to save the file, such as to a specific folder or to your desktop.Clicking “Open” will open the file in the format selected and allow you to format the data as necessary, but don’t forget to save the file with your changes prior to closing your application!For previously run reports, go to Manage My Reports, locate your report and click on the word “View” to open the results in a new window and then follow the same steps detailed above. Q: Why are some columns of data only available when exporting to Excel?A: When exported to PDF or Word, our intention is to provide the most pertinent columns of data in a print- and presentation-ready format. As such, some of the existing columns of data must be suppressed in these formats. Exporting to Excel allows you to view all available columns of data for a report.When you click on a specific report name from the Request Standard Reports menu, you’ll see an “Overview” icon that allows you to review additional information regarding that report, including detail regarding which columns of data are available in Excel vs. which columns of data are provided in the PDF/Word formats.Q: When I export the data to Excel, the columns look unreadable. How do I fix this?A: Highlight all of the data in the spreadsheet by pressing and holding the “Ctrl” button along with the letter “A”, then choose "Format" from the menu bar and click on the “AutoFit Column Width” option. This will re-size the columns as necessary.Q: Can I get the report in formats other than Excel, PDF, or RTF?A: Once you export a report from the PSC using Excel or RTF (RTF = Rich Text Format and is typically opened with Microsoft Word), you can then save the file in any format available to those programs by clicking on "File" and then "Save As".Q: What is a CSV file format and can I modify the report’s data in this format? A: A comma-separated values (CSV) file stores tabular data (numbers and text) in plain-text form and is most frequently used for exchanging and converting data between various spreadsheet programs. CSV files behave very similarly to Excel files, allowing you to format, sort and modify data as necessary. If you are more comfortable working in Excel, we encourage you to convert the CSV output into Excel by clicking “File”, “Save As” and then .xls (or .xlsx if you’re using Microsoft 2007 or newer). The actual steps do vary slightly by Excel version; please refer to your Microsoft documentation for assistance with your version. ................
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