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Action | Screenshot | |
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5 | Click Submit. This will generate the data to the screen. However, NOW: Pension require the format to be in csv format. | |
6 | Click Save button to display a dropdown. Then click on the Data option. | |
7 | An Export Settings pop up will be shown (Please note that you may need to scroll to the right of the report to see the pop-up as it appears in the middle of report rather than the screen). Set the following: Type = Csv Encoding = Unicode (UTF-8Western European (Windows) Separator = , Bands Filter = Data and Headers Skip Column Headers = Checked on Once set, the report then remembers the settings for the next time. | |
8 | Click the Ok button. The report will be output in a csv file to your default location of where files are exported to on your pc. |