Tom Poje Posted May 14, 2012 Share Posted May 14, 2012 I've posted this one before, but maybe someone missed it and might find this useful. (of course, as with any custom report, it's use at your own risk, though a few people indicated it appears to work well) This pulls the data from Relius for importing into FTWilliam SSA govt forms. Has saved me a ton of time. I copy the data from columns A - J and paste it into FT William 8955SampleSSA.csv file. (which I have copied and saved on my computer) on this excel file, the tem data appears (collumn L) which is my own check. if term date is 2010 I'd expect an A as code for people. if before 2010 then a D. In FT William, I complete the following steps: Add form SSA then p2 Return Upload participant CSV file (this is the third choice) and simply choose the 8955SampleSSA.csv for import that I pasted the data into Link to comment Share on other sites More sharing options...
Tom Poje Posted May 15, 2012 Author Share Posted May 15, 2012 I forgot to point out in Report Writer I save the data as a File/excel(Data Only) Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now