Tyler Infinite Visions - Account Segment Report Export Instructions

• This article is intended for: Admins
• Use this article for: exporting an account segment report to provide to the Data Onboarding team. 
• After reading this article, you should be able to: Export data from Tyler Infinite Visions with the required fields/columns to supply the Data Onboarding team with the needed data for the onboarding process.

Notes:

• The Revenue and Expense Line Item Detail and your Chart of Accounts/Segments reports both need to be exported in each of the appropriate fiscal year databases. 
• Some Tyler Infinite Visions clients may have different system functionalities. If these instructions do not apply to your system, your Senior Data Advisors can collaborate with you to identify an alternative report that meets your needs.

Account Segment Report

1. Navigate to General Ledger > Chart of Accounts > Account Elements.
2. Apply Selection to populate the grid. 
3. Right-click on the grid and select Export to Excel.
4. When the file is exported, delete any extra columns to match the sample image below, and save your file

Example Chart of Accounts/Segment Report