Chapter 11 – File Downloads
Contents
A.Introduction...... 1
B.Excel & PDF downloads from various webpages...... 2
C.Excel & CSV downloads from the Data Export & Backup page...... 3
REVISION LOG...... 5
Before using this document, please check the U3A Beacon page in the website to confirm that this is the latest version (the date of the last update is shown in the footer of each page).
- Introduction
Files can be downloaded from many places within Beacon, as described in sections [B] and [C] below. The availability of the required selections is subject to the User having the required Privileges allocated to their account.
The table in Section [B] lists the webpages and menu selections from which Excel and pdf files can be downloaded.
The table in Section [C] lists the Excel and CSV files that can be downloaded directly from the Data Export & Backup page.
- Excel & PDF downloads from various webpages
The table below shows the Excel and PDF files that can be downloaded from various pages within Beacon.
A number in the first column indicates that a similar Excel worksheet can be generated from the Data Export and backup page as shown by the corresponding number in the table on the next page.
Webpage (+ tick) / Excel selection / PDF selectionMembership
1 / Members List / Download Excel / Download PDF
Members List / Download Email Addresses
Addresses Export (+ Excel) / Download Excel
Addresses Export (+ Third Age Matters) / Download TAM
Addresses Export (+ Labels) / Download Labels
Membership Cards / Download Cards
Statistics / Download PDF
Groups
4 / Groups List / Download Groups
5 / Group Record: Members / Download Excel / Download PDF
9 / Calendar / Download PDF
Finance
Ledger (by account) / Download Excel / Download PDF
Ledger (by category) / Download Excel / Download PDF
Ledger (by group) / Download Excel / Download PDF
Groups statement (with or without transactions) / Download Excel
Gift Aid declaration / Download Excel
Financial statement / Download Excel / Download PDF
- Excel & CSV downloads from the Data Export & Backup page
The table below lists the Excel worksheets available from the Data Export and backup page.
When the Excel radio button is selected, the sheets shown in the 2nd column may be generated in one multi-tab Excel file by selecting Backup all data. Alternatively, smaller sets of related sheets may be generated by selecting one of the direct menu picks shown in the 3rd column.
Menu picks for generating the individual worksheets may be displayed by first selecting the CSV format radio button.
‘Backup all data’ menu pick / Other picks from the ‘Data Export & Backup’ pageMembership
1 / Members & addresses / Members & addresses
Finance
2 / Finance ledger / Finance ledger with detail
3 / Finance ledger details
Groups
4 / Groups / Groups with members, venues & faculties
5 / Group members
6 / Venues
7 / Faculties
8 / Group ledger
9 / Calendar / Calendar
Set-up
10 / System users / System users, roles & privileges
11 / Roles
12 / Privileges
13 / U3A officers / U3A officers
14 / Site settings 1 / Site settings & set up
15 / Site settings 2
16 / Finance accounts
17 / Finance categories
18 / Membership classes
19 / Membership fees
20 / Member statuses
21 / Polls
22 / Poll assignments
23 / System messages
REVISION LOG
Rev. / Date / Section / Changesv1 / 28/02/18 / From C&G v6
Chapter 11 - File Downloads v1.odt[1] Last update: 2018-02-28