Tyler Incode 9 Data Export Instructions

This document provides instructions for exporting data from Incode 9 to support the data onboarding process and updates.

Below, you will learn how to:

• Export data from Tyler Incode 9 

Note: You can click on any image below to zoom in. 

Note: Some Incode 9 clients may have different system functionalities. If these instructions do not apply to your system, Senior Data Advisors can collaborate with the client to identify an alternative report that meets their needs

Instructions for Tyler Incode 9 Clients 

1. Open the menu on the left-hand side of the screen.
2. Navigate to the General Ledger > Reports > Budget Reports > Budget Report.
    

3. Make the following selections on the screen that pops up:
   • Select “All” for Fund
   • For the Account Selection, enter all 0s for the starting account and all 9s for the ending account. Enter the numbers in the structure of your account string. For example, the screenshot below has their account string set up as XXX-XXXXX, so they entered 000-00000 and 999-99999.
   • Select the Annual Budget for the Items to Print and the Current Budget for the Budget to Print. Please note that these names could vary based on the names of your individual budget versions.
   • Check the “Include Line Item Detail” and “Create CSV Extract File” boxes.

4. Name the CSV file with the Fiscal Year and the appropriate version of the budget (2025 Current Budget).
5. The CSV extract will have the fund, account number, description, budget, and actuals in different columns, which can be easily imported into Excel.