This article is intended for: Admins
Use this article for: exporting a segment listing report to provide to the Data Onboarding team.
After reading this article, you should be able to: Export a data from SoftRight (Cloud) with the required fields/columns to supply the Data Onboarding team with the needed data for the onboarding process.
Learn how to export Segment Listing Reports from SoftRight (Cloud) for use during the data onboarding process and data updates. Segment reports enable ClearGov to accurately map and categorize your financial data for use within the ClearGov platform.
Export Instructions
1. Log in to SoftRight (Cloud).
2. Select Accounting>Chart of Accounts> Segment Maintenance.
3. Select SysReports from the menu bar. Then select Segment Listing - System from the dropdown options.
4. Finally, choose to export to Excel.
Example: Segment Listing - System selection (from SoftRight (Cloud))
Example: Segment Listing Report (from SoftRight (Cloud))
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