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The Data Export Module allows you to send information from TRUSTprocessor to a
wide variety of formats.
Once exported, the data has unlimited uses, including
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- import to Excel for research and analysis
- import to Access for more sophisticated research or for data files too large for
Excel
- import to Word for mail-merge projects
- import to third-party software
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The database categories available for export are: |
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- Addresses by Party
- All Addresses
- Asset Current Prices
- Asset Details
- Asset Holdings
- Asset Price History
- Asset Transactions
- Beneficiary Information
- Bond Factors
- Chart of Accounts
- Check Register Master File
- Customer Groups
- Customer Information
- Customer Notes
- Financial Transactions
- Master Chart of Accounts
- Transaction Codes
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Data Export is very flexible. You can select exports for a single party or all parties.
You can do a quick screen view of the data or export it to a file. A format view shows
the maximum length of each data field.
Once the data is selected, you can choose from this list of formats: |
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- dBase
- Comma Separated Values
- Fixed Length
Fixed Length with CR/LF
- Access Database
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The Data Export Module adds value to the core system by … |
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- greatly reducing the time it takes to share information with another software
program.
- eliminating the chance of human error through bypassing data input to
another software program.
- allowing you to electronically send information to third-party vendors that TRUSTprocessor does not have a specific interface with.
- organizing data for research and analysis projects. With Excel, you can
produce pivot tables and charts for presentations.
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