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Export Select Table

This is a descriptor that allows you to discriminate between the particular exports you create. It will default to
Export and the current date
, but you can assign any name that allows you to identify it from other exports.
Use this page to set up and save export selections when exporting data.
  1. Enter the
    Export Title
     for this set of export criteria.
  2. Enter a
    Description
     for this task. By default it contains the following: "Export (Today's Date)". ODEN® recommends that you change the description to one that enables you to easily identify the task.
  3. Select the
    Export Table
     from the drop-down list. This field displays the type of export to be performed.
    Type of Export
    Description
    Additional Interest
    Exports information from the Additional Interest table.
    Branch
    Exports information from the Branch table.
    Consumer Reporting Agency
    Exports information from the Consumer Reporting Agency table.
    Notice
    Exports information about Notices. One record per notice event.
    Notice Copies
    Exports infomation about individual notice copies. One record per notice recipient. Contains all information as the Notice export plus recipient specific information such as address.
    Policy
    Exports information from the Policy table.
    Producer
    Exports information from the Producer table.
    Two Percent
    Exports information from the User Policies Written table for 2% Rule.
    Underwriter
    Exports information from the Underwriter table.
    User Notice
    Exports information from the Notice table.
  4. Select
    From and To Dates
    . These fields display the limiting date range for the export and are only applicable to User Notice. To limit the export of notices by generation date enter a beginning and ending date.
  5. Enter the name of the export file to be created. The export file is saved to the Web server and can be downloaded from the
    Task Status
     page. Do not specify a path for the file.
  6. Select the export
    File
     format.
    • Comma-delimited - This option specifies that commas separate the fields in the export file. String values are contained in double quotes if they contain one or more commas.
    • Fixed Width - This option specifies that the field values in the export file are the same width as the fields in the native tables. Spaces right pad any difference between the data, and field length.Note: For more information on field length, see the File Layout section of help.
  7. Select the
    Data Options
    . This defines the format of the first two lines of the export file.
    • Include table name - Indicates whether or not a table name is included on the first line of the export file. This option is useful if you plan to import this data into another group or PT server using the auto detect functionality.
    • Include field names - Indicates whether or not field names are included on either the first or second line of the file.

Filter

A filter expression is a way to limit the records that are included in a report by specifying criteria. The Filter section contains the following fields:
Field - All of the fields available for use in the filter. When you select a filter it appends it to the Field Name field below.
Field Name - Displays the selection made from the above list.
Operator - This field contains a drop-down list of operators. Operators are typically used to compare the value of a field to some fixed specified value. Some operators in the list require special instructions:
Operator
Description
=
equal to
<>
not equal
>
greater than
>=
greater than or equal to
<
less than
<=
less than or equal to
IN
Determines if a given value matches any value of a subquery or a list.
NOT IN
The given value does not match any value of a subquery or a list.
LIKE
Determines whether or not a given character string matches a specified pattern.
NOT LIKE
A given character string does not match a specified pattern.
The "LIKE" operator is similar to the equals operator except that it allows the right hand value to contain the wildcard "*". For example, the filter text:
sPolicyState LIKE "O*"
matches policies whose applicable law state is OH, OK or OR.
The "IN" operator allows one to specify a list of comma separated values enclosed in parenthesis. For example, the filter text:
sPolicyState IN ("OH","OK","OR")
matches policies whose applicable law state is OH, OK or OR.
The "NOT IN" operator allows one to specify a list of comma separated values enclosed in parenthesis that should specifically be excluded, For example, the filter text:
sPolicyState NOT IN ("OH","OK","OR")
matches policies whose applicable law state is anything except OH, OK or OR.
Value - Displays the user supplied criteria. In some cases the system provides a list of values for you to select from.
note
In some instances when appending a filter criteria to the filter expression you will notice that the system replaces your selected value with a numeric value. This is normal behavior. ( For Example, User_Policy.iCreatedBy = 2)
Logical - Provides the simple Boolean operators AND and OR. To append your filter criteria to the filter expression box, select the appropriate logical operator. If nothing is in the filter expression the only valid button is Add. See Details below:
Operator
Details
AND
Adds another field name to the filter expression to be considered. The system will poll the database for records that match both criteria.
OR
Adds another field name to the filter expression to be considered. The system will poll the database for records that match either criteria.
(...) AND
Adds a string(See AND)
(...) OR
Adds a string(See OR)
ADD
Adds the first field to the filter expression.
note
The (...) AND or (...) OR buttons when selected will apply parenthesis around the entire existing filter expression and append the new criteria to the end of the expression.
Filter Expression - Displays the actual SQL where clause.
Clear - Clears the entire filter expression.
Validate - Verifies the syntatical correctness of the filter expression.
Schedule Type
The
Schedule Type
 section of the
Reports
 page displays for Intranet customers only.