Running a Spreadsheet Export

Running a Spreadsheet Export

This process creates a data file of Student record information that you can import into a spreadsheet to support the Scholarship evaluation process.

Sort and select for the export is based on Scholarship Application fields (unposted applications). The data file is space delimited, with each data field enclosed in quotation marks, and each record on a separate line. Column headers are exported as the first line.

NOTE: Running this export is similar to running standard FIMS reports.

1. In the Scholarship Management module, click the Applications supertab and then click the Processes tab.
2. Select Spreadsheet Export from the Scholarship Processes list, and then click the Run Process button. The FIMS Report Selection window opens.
3. Select the desired Selection and Sorting criteria just as you would in any report, and then click the Send To tab.
4. Verify the path and file name for the export file and then click the Saved Reports tab and save the export configuration settings for later use.
5. Click the Run Report button. When the export is complete, a message window opens to tell you how many records were exported.
6. Click OK. You can now open the export file in a spreadsheet (for example, Microsoft Excel).

NOTE: Refer to Using FIMS with Microsoft Office for more information on using exported data in spreadsheets.