The Export utility exports data from Allocator to fixed width text and CSV file formats. You may export any of the predefined reports found in the tree or any custom created report. The Export utility is also used to create an import file (*.imp) for Premium Pro Enterprise Municipal, PC, or Life; and to create the New York State Fire Tax Distribution file (*.txt). You may also create an import file (*.imp) for NY Fire.
Steps to export an imp file:
Select Export from the Tools menu. The Export dialog will appear.
Select the state for which you would like to export data (if Kentucky is selected, you must also select the filing quarter).
Select the file format as Premium Pro (imp)*
Select Export By as Municipal Code or Name.
Click the Browse button to choose the name and path of the export file.
Click the Export button to export the data.
See Supported States for more information on the individual state formats.
* Alabama, Kentucky, and Illinois: Exports a file that is imported into Premium Pro Municipal.
* Delaware and New York MTA: Does not export a file that can be imported into Premium Pro Enterprise.
* Georgia and Louisiana: Exports a file that can be imported to Premium Pro Municipal and Premium Tax.
* South Carolina: Exports one file format that can be imported into Premium Pro Municipal and a separate file format that can be imported into Premium Tax.
* Florida: Exports a file that is imported into Premium Pro Premium Tax.
* New York Fire Protection: Creates a txt file that can be filed with the NY Department of Insurance in either stock or mutual company format.
Steps to export a CSV File
Select Export from the Tools menu. The Export dialog will appear.
Select the state for which you would like to export data (if Kentucky is selected, you must also select the filing quarter).
Select the file format as Comma Separated Value File (*.csv).
Select the report you want to export.
Click the Browse button to choose the name and path of the export file.
Click the Export button to export the data.
Select Export from the Tools Menu. The Export dialog will appear.
Select the state for which you would like to export data (if Kentucky is selected, you must also select the filing quarter).
Select the file format as Fixed Width.
Select the report to export.
The Fixed Width Options tab will become available. Click on this tab to set custom widths for your export columns.
