If we want to export all used accounts and their mapped info (name and number), even if there are no bookings on them, to Excel f.i., we can create an export-file on firm level. This acts as a template, where you can access all data in Silverfin through STL.
When creating the export file, you can give it a random name, but most importantly, give it a file name where the extension can be defined:
In above example the object {{ company.name }}
will even be used as a name of the file!
To export all the needed data (f.i. if we want a list of all accounts, mapped accounts and their respective data), we just need to use double quotes for each object we want and separate them with an ;
-sign: that way, when opening the file in MS Excel f.i., each object will be a separate column:
{% stripnewlines %}
"Account_nbr";"Account_mapped_nbr";"Account name";"Account mapped name"
{% for acc in period.accounts.include_zeros %}
{% newline %}
"{{ acc.number }}";"{{ acc.original_number }}";"{{ acc.name }}";"{{ acc.original_name }}"
{% endfor %}
{% endstripnewlines %}
Now you can use this export file in the working papers under the option Download data, which overviews all possible export files and custom export files that can be made:
All known formats can be used this way: xml; csv, xls or even xbrl!