Configuration management > Extract settings

Extract settings

If you have the administrator rights Admin - Instance Configuration and Admin - Finance Extract Settings, you will be able to assign a standard extract template to be used when extracts are run for each issuer.

If your company has enabled customised data extract functionality for selected issuers and you have the right User Right - Data Extract, you will be able to assign a customised extract template for those selected issuers.

Note: When customised data extract functionality is enabled for an issuer, the standard extract template option is disabled.

To assign a data extract template for each issuer:

1. From the main menu, select Administration > Configuration Management > Company Settings.

   The Configuration Management screen appears.

2. Click Extract Settings.
3. Select an extract template from the drop-down fields as appropriate.
4. Click Save.

   Note: To return to the Data Extract Module - Issuer Access screen, click Back to Data Extracts. This button is available on the Extract Settings screen only when you navigate to the Extract Settings screen using the Next Step button on the Data Extracts Module - Issuer Access screen.