Rate Manager Export
Export Rates setup information to .csv in RMS.
The export feature on the Rate Manager Chart provides a .csv file containing all selected rate setup information.
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Information
-
Use
- Add Button
Information
The export feature on the Rate Manager Chart provides a .csv file containing all selected rate setup information.
The Rate Export can be used to simplify auditing rates and will include each element of the rate setup.
Users will require Security Profile access to use this feature.
-
Use
- Add Button
Use
- Go to Charts > Rate Manager in RMS.
- Select the
'Export' icon. - Select the Export Type.
- Select the Date Range.
- Select the Rate Type.
- Select 'Export to CSV'.
Add the Rate Manager Chart to the Toolbar Menu for quick access.
-
Guide
- Add Button
Guide
Go to Charts > Rate Manager in RMS.
Select the 
'Export' icon.
Select the Export Type.
Select the Date Range.
Select the Rate Type.
Select 'Export to CSV'.
A .csv file will be downloaded containing the rate setup information for the selected options.
Use
- Go to Charts > Rate Manager in RMS.
- Select the 'Export' icon.
- Select the Export Type.
- Select the Date Range.
- Select the Rate Type.
- Select 'Export to CSV'.
Add the Rate Manager Chart to the Toolbar Menu for quick access.
-
Guide
- Add Button
Guide
Go to Charts > Rate Manager in RMS.
Select the 'Export' icon.
Select the Export Type.
Select the Date Range.
Select the Rate Type.
Select 'Export to CSV'.
A .csv file will be downloaded containing the rate setup information for the selected options.