Search for Data Types

Use Data Export in the Export, Import, & Maintenance submodule under Finance & Administration to search for data types.

To use Data Export in the Export, Import, & Maintenance submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To search for a data type:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the data type for which you are looking.
  3. In the left pane of the Finance & Administration page, click Export, Import & Maintenance > Data Export.
  4. On the grid toolbar, use the Search field to enter a keyword that is associated with the date type.