Saving Data to a File

You can save the data in most Horizon lists and report windows to a file. (For more information on saving data to a file for Horizon grids and forms, see Exporting the Contents of a Grid or Form.) Saving data to a file lets you send the information electronically (for example, via e-mail), or load the information into other applications. (For example, you might save Acquisitions budget information to a file so you can load the information into a spreadsheet program for further statistical analysis.)

When you save a list to a file, you can specify how you want to format the data in the file. (For example, you can choose to use commas to separate columns of data.)

You can open the file using a text editor, such as Notepad.

To save data to a file

1 Open the list or report you want to save to a file.
2 Do one of these options:
Choose File, Save to File.
Choose File, Export Records.

Horizon displays the Save to a File window.

3 Choose the folder where you want to save the file.

The default location is the folder where your Horizon software is installed. You can also create a new folder.

Make sure the folder appears in the Save in field.

4 Enter a name for the file in the File name field.
5 Click Save.

Horizon prompts you to set up the file format:

6 In the Format group, mark one of these options to choose how you want Horizon to separate the columns of text in the file:
Columns Separated by Tabs. Mark this option if the application in which you plan to open the file requires columns of data to be separated by tabs.
Columns Separated by Commas. Mark this option if the application in which you plan to open the file requires columns of data to be separated by commas. (Spreadsheet applications usually require that columns of data be separated by commas.)
As Displayed. Mark this option if you want to open the file directly using a text editor, such as Notepad. Horizon saves the text with the same number of spaces shown on the screen.
7 If the application in which you plan to open the file requires quotes around the text fields, mark Put Quotes on Each Column.

This option is not available if you choose As Displayed in the Format group.

8 In the Headings group, mark one of these options to choose how you want Horizon to save column names in the file.
None. Mark this option to not include column names.
Use Database Names. Mark this option to use the column names that are used in the Horizon database, instead of the names displayed in the List window (for example, “unit_price” instead of “Unit Price”).

This option is not available if you choose As Displayed in the Format group.

As Displayed. Mark this option to use the column names that are displayed in the List window (for example, Title, Unit Price, and
so on).
9 Click OK.

Horizon saves the file.

You can open the file using a text editor, such as Windows Notepad. (For more information, see your Windows documentation.)

 


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