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How do I generate the ETI History Export?

Created on  | Last modified on 

Summary

Sage Classic, Sage Premier, Sage 200c VIP: A Guide to extract the ETI History Export

Description

The ETI History Report exports all information saved on the ETI History Screen to Excel. This export will allow you to sort and filter data to reconcile you ETI values.

This guide will assist you to run the export.

Resolution

Step 1

Access you company

Step 2

Select Interfaces, Exports data, ETI History Export

Step 3

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Selection option for the Employment Tax Incentive Export:

Step 4

Select Export to create the export file

  • You will received a message 'File successfully created' message with the number of employee records exported.

Step 5

Confirm if you want to save the file to Excel

  • This is recommended, in case you need to make changes and import the file again.
  • Select Yes to continue and save the file in Excel, or No to save the file in CSV format.

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  • The file will be saved in the selected folder.

Step 6

Merge CSV file with ETI History Template

  • Excel will automatically open up if you selected Yes on Step 5
  • Browse to the folder where you saved the report on Step 3, and select the CSV file
  • The file will merge and open.

Step 7

Review file in Excel 

  • Select to Enable editing and content (if prompted)
  • The file can be opened in Excel and will display all exported data as per the ETI History of each employee included in the export
  • You can select to activate filters as per column headings, if you want to review selected date. In Excel, select the first row which includes the headings), click on Data, and select Filter

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 Watch a short video on how to export the ETI History report