You can select a spreadsheet format and configure the columns that you want to have in your spreadsheet. Follow the instructions below.
1. Select Setup 
Spreadsheet File Setup in the main menu.
The "Spreadsheet File Setup" menu
2. The following screen will appear.
The "Spreadsheet File Setup" window
You can define the following image options:
Spreadsheet Document Format
| • | XLS - Suitable for all versions of Microsoft Excel |
| • | XSLX - Suitable for Microsoft Excel 2007 or Higher |
| • | ODS - Open Document Spreadsheet |
Fields to Be Exported to Spreadsheet File
| • | Header |
| • | File Header |
| • | File Date |
| • | File Type |
| • | Policy Number |
| • | DTP01 Description |
| • | DTP01 Value |
| • | Employer Name |
| • | Tax ID |
| • | TPA |
| • | Number of Records On File |
| • | File Name |
| • | Processing Date |
| • | Processing Time |
| • | Table |
| • | Member Level Benefit |
| • | Subscriber Indicator |
| • | Relationship |
| • | Ind. Action Code |
| • | Maintenance Reason Code |
| • | Benefit Status Code |
| • | Medicare Plan Code |
| • | Employment Status Code |
| • | Student Status Code |
| • | Handicap Indicator |
| • | Birth Sequence |
| • | Member ID |
| • | Subscriber ID |
| • | GroupNumber |
| • | REF01 Code Description |
| • | REF01 Value |
| • | Member Level Dates |
| • | DTP01 Code Description |
| • | DTP01 Value |
| • | Member Name |
| • | Last Name |
| • | First Name |
| • | Middle Name |
| • | Name Prefix |
| • | Name Suffix |
| • | Sub. SSN |
| • | Contact Numbers |
| • | Phone #1 |
| • | Phone #2 |
| • | Member Address |
| • | Street Address 1 |
| • | Street Address 2 |
| • | City |
| • | State |
| • | Zip |
| • | Country |
| • | Member Demographics |
| • | Birth Day |
| • | Gender |
| • | Maritial Status |
| • | Previous Name |
| • | Old Last Name |
| • | Old First Name |
| • | SSN |
| • | Mailing Address |
| • | Street Address 1 |
| • | Street Address 2 |
| • | City |
| • | State |
| • | Zip |
| • | Country |
| • | Custodial Parent Information |
| • | Last Name |
| • | First Name |
| • | Middle Name |
| • | SSN |
| • | Street Address 1 |
| • | Street Address 2 |
| • | City |
| • | State |
| • | Zip |
| • | Disability |
| • | Disability Type |
| • | Begin Date |
| • | End Date |
| • | Hearth Coverage |
| • | Ind. Action Code |
| • | Type |
| • | Coverage Description |
| • | Coverage Level |
| • | Maint. Effective Date |
| • | Benefit Begin Date |
| • | Benefit End Date |
| • | Group ID |
| • | PCP Information |
| • | Provider Number |
| • | Provider Type |
| • | Last Name |
| • | First Name |
| • | Middle Name |
| • | Federal Tax ID |
| • | Current Patient? |
| • | City |
| • | State |
| • | PCP Action Code |
| • | Effective Date |
| • | Reason |
| • | COB Information |
| • | COB Sequence |
| • | COB Group/Policy Number |
| • | COB Code |
| • | SSN |
| • | Begin Date |
| • | End Date |
Notice: Before creating spreadsheet files, determine the directory in which you want to save the resulting files. See Configuring Program Options.
3. Once the options have been configured, click "Save."