Personalizing for Reports CSV Output

If some agency staff members use earlier versions of Microsoft Office, or other spreadsheet programs, you must personalize for CSV format on the Import/Export Personalization page.

Personalize your system for the method (XML or CSV) that most of your staff members use, by leaving the staff code blank on the Personalization page. Then, enter the personalization individually for each staff member using the other method.

For example, if most staff members use XML, leave the Staff Code field blank on the Import/Export Personalization page when you personalize for XML. If only a few staff members use CSV, enter the staff codes of those staff members on the Import/Export Personalization page for as many staff members as necessary.

Personalization for CSV Format

1. Create a directory for the CSV files on the C: drive or on a shared drive.

2. Access the Import/Export Personalization page.

3. Enter the following values in the Export section of the Import/Export Personalization page.

Field	Value
Product	REPORTSXML
Data Directory	C:\CSV If you set up the CSV directory on a shared drive, rather than the C: drive, substitute that drive letter for C.
File Mask	*.CSV
Program Directory	C:\Program Files\Microsoft Office\Office10 For C:, substitute the drive letter on which the Microsoft Office programs on your workstation reside. If Microsoft Office programs are stored elsewhere on your system, enter the path for the location of your Microsoft Office programs.
Program	excel.exe

4. When you have completed the page, click Save.