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CleverQ™ Extractors Manual The Data Package - Excel Extractor (DPXE) File ................................................ 35 Creating a New DPXE File ................................................................................... 36 Starting the DPXE................................................................................................. 36 CleverQ Data Format ............................................................................................ 37 Templates .............................................................................................................. 37 Extracting Data ..................................................................................................... 40 Viewing Extracted Data ........................................................................................ 40 Viewing the Log ................................................................................................... 41 Automating the Extraction .................................................................................... 41 Adding a Source to the Data Load ............................................................................ 41 Keeping History ........................................................................................................ 44 Automatic Loading ................................................................................................... 44 QBD Merge ....................................................................................................................... 44 Extracting the Data ........................................................................................................... 47 Extract Now on the Navigator .................................................................................. 47 Schedule Extraction .................................................................................................. 47 Using the Data................................................................................................................... 47 Viewing Extracted Data Using the PivotGrid ................................................................... 49 Sorting ........................................................................................................................... 50 Filtering ......................................................................................................................... 50 Grouping ....................................................................................................................... 52 Expanding and Collapsing Groups ............................................................................... 53 Printing.......................................................................................................................... 54 Exporting....................................................................................................................... 54 Copyright © 2008-2012, CleverQ Patent Pending Designed for use with QuickBooks® QuickBooks® is a trade mark and service mark of Intuit Inc., registered in the United States and other countries. Microsoft Excel® and Microsoft Access® are trademarks and service marks of Microsoft., registered in the United States and other countries CleverQ is a trade mark and service mark of CleverQ and Better Days Enterprises, LLC
