Data ManagementSubledgerBalances

Balance Export

A guide to Balance Export in Fynapse.

Overview

The Balance Export functionality allows you to easily export data aggregated by a Balance query for further analysis or reporting purposes.

General Information

File Format and Name

Fynapse supports exporting data into two formats:

  • XLSX

    The XLSX is the default format.

  • CSV

The name of the exported file is built using the following syntax:

{window name}_YYYYMMDDHHmmss

where:

  • {window name} - a name of the window from which data was exported. If a Balance query is exported, then the name of the file starts with Balances.
  • YYYYMMDDHHmmss - year, month, day, hour, minutes, and seconds. This is the timestamp for the exact date and time when the Export as XLSX/Export as CSV button was clicked. E.g.: “balances_20220517134305”.

Constraints on the File Format

If a query returns more than 1 million records, the CSV format must be selected, the XLSX format does not support files with more than 1 million rows. Fynapse will show a notification about the query results exceeding 1 million records after the number is reached during the processing of the export and the export will be stopped.

Which Data Is Exported?

The export functionality allows you to export all data aggregated based on a query. You can use a saved query as is, change a saved query and save it as a new one, or create a brand-new one.

Remember, a query has to be valid for the Export button to be enabled. For information about creating a valid query, refer to Balance Queries.

You do not have to run the query (i.e., click the Run button), as clicking the Export as XLSX/Export as CSV button initiates the same aggregation of the query results.

If you choose to run a query first and then export the results, remember the system will calculate the results again, so it might take several minutes, depending on the number of returned records.

Also, remember that all results of a query are exported. If you filter the results in the results grid on the right using the grid filtering options to limit the visible number of results, these filters will not affect the total number of exported records.

The results grid in the right panel shows only 50,000 returned records.

When Export Is Not Possible?

Export is not possible when:

  • The Export as XLSX/Export as CSV button is disabled because the query is invalid
  • No query is selected
  • It is already in progress
  • The query has returned no results

Saving Exported Files

Fynapse uses your web browser configuration for saving downloaded files. This means that the exported file will be saved in the default download location configured in your web browser. If you configured your browser to always ask for a download location, you will be prompted to provide a location for the exported file.

Tutorials

  1. Go to Subledger > Balances.
  2. In the left panel, click one of the saved query criteria or create a new one.

    You do not have to click the Run button and save a newly created or updated query before exporting.

  3. Click the Export as XLSX button or select Export as CSV from the drop-down. The exporting process starts and when it is running the Export as XLSX/Export as CSV button is disabled.

If you want to export another query results, configure or select a new query once the current query is processed.

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