Export Partner SRS Results to a Spreadsheet

You or your practice’s accountant may use financial data from Partner to analyze profits and make policy decisions for the future of your practice. srs can produce thousands of different reports, but you may wish to export those reports to another program, such as a spreadsheet, in order to make graphs or combine the numbers with other information.

Watch a Video: You can learn the steps in this article by watching the SRS Reports video.

Transfer an SRS Report to Your Computer

There are two methods you can use to transfer an SRS report to your personal computer.

Option 1: E-Mail

If you use a graphical e-mail program, such as Mozilla Thunderbird or Microsoft’s Outlook Express, you can send yourself a “Comma Separated” e-mail containing srs data. You can then save the e-mail to a file on your computer and open it in your spreadsheet program.

Select and Run the srs Report

Run srs, choose the category and report you need, and enter the desired date range. You can retrieve or add criteria to limit the output, if desired.

Select “E-mail”, Enter an Address, and Select “Spreadsheet (Excel)”

On the Report Output Selection screen, choose “E-mail” as the destination and “Spreadsheet (Excel)” as the output format. If the default e-mail address is not correct, enter a different address. Press F1Generate Report to continue.

Check Your E-Mail

After a few minutes, the report should appear in your e-mail inbox.

Save the E-Mail to a File

Click on the “File” menu and select “Save As…”

Pick a Save Location

Use the standard Windows save dialog to save your report in an appropriate location. If a “File Type” or “Save as type” option is visible, change it to “Text File” as shown.

Option 2: File Transfer in AniTa

If you are using AniTa, you can create a report file in srs and then run a file transfer. Follow the procedure below.

Select and Run the srs Report

Run srs, choose the category and report you need, and enter the desired date range. You can retrieve or add criteria to limit the output, if desired.

Select “Save to Workstation” and “Spreadsheet (Excel)”

On the Destination Selection screen, choose “Save to Workstation” as the destination and “Spreadsheet (Excel)” as the output format. Press F1Generate Report to continue.

Press

F1 – Start Transfer

After reading the instructions on the screen, press F1 to begin the transfer. The instructions for AniTa may be different from the instructions for TeraTerm or other programs that connect to Partner.

You will see a message telling you to start your YMODEM transfer:

Choose “File Transfer” from the File Menu

Click on the “File” menu and select “File Transfer” to start the communication between your Partner server and your personal computer.

Click “Receive”

Click the “Receive” button in the resulting dialog box.

When the file has finished transferring to your personal computer, srs will return to the date selection screen.

Where is the File?: After a File Transfer, your report will be stored in the “PCC” folder on your C: drive.

Load an SRS File into a Spreadsheet Program

After you have completed one of the transfer processes described above, you will find the transferred file on your computer. If you used the e-mail method, you could save the file to any location. If you ran a file transfer through AniTa, the file will be in the C:/pcc directory of your personal computer. Follow the procedure below to load the report into an Excel or OpenOffice spreadsheet.

Launch Your Spreadsheet Program

First, run your spreadsheet program. There are many different spreadsheet programs. The most common one is Microsoft Excel™. Another popular program that is compatible with Microsoft Excel is Calc, which is part of OpenOffice.org’s office program suite. PCC recommends OpenOffice to its clients and can provide some assistance with installing and using it.

Click on the “File” Menu and Select “Open…”

From within your spreadsheet program, choose the Open option from the File menu:

Find Your srs File

If you are familiar with moving around in Windows folders, this part will be easy. If not, you can find files transferred through AniTa by clicking on “My Computer,” “C:,” and the “PCC” folder. If you saved the report from an e-mail message, look in your My Documents folder, or wherever you saved the message.



Select Your File and Click “Open”

You may see several files in the PCC folder. Fortunately, srs gives the file a name that is based on the date you ran the report. Click on a file to select it and then click “Open.”

Confirm Data Formatting Details

Some spreadsheet programs, including OpenOffice’s Calc, will show you a brief summary of how the data will be imported. There may be options on the screen allowing you to import the data in a different way.

The default settings should work fine, but you should double-check that “Comma” or “Comma Separated” is selected.

View Your Data, Make Adjustments

Your spreadsheet program should load the data from the file into a new spreadsheet.

You may wish to make adjustments to the column widths if the contents of the fields do not fit perfectly. Once your data is in a spreadsheet, you can manipulate it using the various calculation features of the spreadsheet, generate graphs and charts, and create attractive, printable reports for presentations.

If you want to learn more about using a spreadsheet program, there are many books and online resources available. For help with OpenOffice, visit OpenOffice.org or contact PCC for installation assistance.

  • Last modified: July 10, 2019