• This article is intended for: Admins
• Use this article for: exporting a chart or accounts report to provide to the Data Onboarding team. 
• After reading this article, you should be able to: Export data from New World ERP with the required fields/columns to supply the Data Onboarding team with the needed data for the onboarding process.

To ensure clarity throughout the data onboarding process, let’s walk through exporting data from New World ERP.

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

Chart of Accounts Reports

G/L Account List (List of All Accounts with Descriptions)

This is the closest built-in inquiry/report that shows GL account codes with their descriptions:

1. Go to Maintenance > New World ERP Suite > Chart of Accounts > G/L Accounts > List.
2. Select the Search option (with no filters) to return all GL accounts.
3. In the results, you’ll see:
   • Account number
   • Description
   • Additional search/filter fields for Fund, Expense/Revenue, etc.
4. Select the Print option to generate a full listing that you can export to Excel/PDF with descriptions included.