The procedure to export the calculated service charges for asset records is as follows:
- Navigate to Quick Menu > Service Charges > Management > Calculations. The Service Charge Calculation window is displayed.
- Expand a calculation type subheading from within the nested calendar period and select an associated calculation scenario, or enter its name into the Search Calculations field. By default the list is filtered to show All calculation scenarios. An alternative filter can be applied using the Select view drop-down field: In Progress, Under Consultation, Applied, Invoiced, Cancelled or Adjustment Applied to Rent Accounts
1.
- Click on Asset Results. The Asset Results tab is activated.
- Using the Model drop-down field, select the model applicable to the assets that will be used to filter the desired export results.
- Click on Export Results 2. The service charge calculations are exported to an output file, ready for analysis and manipulation.
- Click on Open to view the exported data instantly, or Save to store the file in a custom folder for subsequent retrieval 3.
Note
1 The Search Calculations field will match against any component of the calculation scenario description.
2 Prior to accepting the results, there is no limit to the number of times that a calculation scenario export file can be generated.
3 The standard file format is CSV (Comma Separated Variable), which can be opened up directly in Microsoft Excel, or similar.
See related topics...
Data export management overview
To export the calculated service charge cost element results
Service charge results management overview
